FA
DGRW icon

Fountainhead AM’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fountainhead AM’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$17.6K – 227
2026
Q1 		$17.6K Hold
200
– – 0.02% 178
2025
Q4 		$17.8K Sell
200
-2,337
-92% -$208K 0.03% 126
2025
Q3 		$226K Buy
2,537
+1
+0% +$87 0.03% 212
2025
Q2 		$212K Hold
2,536
– – 0.03% 199
2025
Q1 		$203K Sell
2,536
-262
-9% -$21.5K 0.03% 180
2024
Q4 		$226K Buy
2,798
+206
+8% +$17.2K 0.04% 150
2024
Q3 		$216K Sell
2,592
-768
-23% -$61.5K 0.05% 133
2024
Q2 		$262K Sell
3,360
-2,199
-40% -$166K 0.06% 106
2024
Q1 		$424K Sell
5,559
-162
-3% -$11.8K 0.1% 74
2023
Q4 		$402K Sell
5,721
-819
-13% -$54.1K 0.11% 68
2023
Q3 		$415K Buy
6,540
+2
+0% +$133 0.14% 55
2023
Q2 		$436K Buy
6,538
+2,674
+69% +$170K 0.15% 49
2023
Q1 		$241K Buy
+3,864
New +$237K 0.09% 61

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fountainhead AM's DGRW Position: Q2 2026 in Review

Fountainhead AM sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 200 shares — an estimated $17.6K sold.

Fountainhead AM first reported a position in DGRW in Q1 2023 and held it in 13 quarters. The position peaked at $436K in Q2 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Fountainhead AM reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Fountainhead AM sold 200 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $17.6K.
  • Fountainhead AM first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and held it in 13 quarters.
  • Fountainhead AM's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $436K in Q2 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.