Fox Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fox Financial’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	$510K	Sell	5,335 -177	-3%	-$16.7K	0.36%	9
2026 Q1	$484K	Sell	5,512 -42	-0.8%	-$3.82K	0.4%	9
2025 Q4	$497K	Sell	5,554 -11	-0.2%	-$981	0.4%	9
2025 Q3	$495K	Sell	5,565 -298	-5%	-$25.8K	0.39%	9
2025 Q2	$491K	Sell	5,863 -21	-0.4%	-$1.67K	0.42%	9
2025 Q1	$470K	Buy	5,884 +91	+2%	+$7.46K	0.44%	9
2024 Q4	$469K	Buy	5,793 +1,465	+34%	+$123K	0.42%	9
2024 Q3	$360K	Hold	4,328	–	–	0.31%	13
2024 Q2	$338K	Buy	4,328 +60	+1%	+$4.53K	0.31%	13
2024 Q1	$325K	Buy	4,268 +8	+0.2%	+$584	0.29%	13
2023 Q4	$299K	Buy	+4,260	New	+$281K	0.29%	13

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fox Financial's DGRW Position: Q2 2026 in Review

Fox Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.2% in Q2 2026, selling an estimated $16.7K and leaving 5,335 shares worth $510K. The position accounts for 0.36% of the portfolio, ranked #9.

Fox Financial first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Fox Financial held 5,335 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $510K as of Q2 2026.
Fox Financial sold 177 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $16.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.36% of Fox Financial's portfolio in Q2 2026, its #9 holding.
Fox Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fox Financial's 13F filing for Q2 2026, filed 4 Aug 2026.