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

Fragasso Financial Advisors’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 		$2.55M Sell
26,623
-100
-0.4% -$9.45K 0.14% 70
2026
Q1 		$2.36M Sell
26,723
-426
-2% -$38.7K 0.14% 62
2025
Q4 		$2.43M Buy
27,149
+959
+4% +$85.5K 0.15% 64
2025
Q3 		$2.34M Buy
26,190
+545
+2% +$47.3K 0.15% 67
2025
Q2 		$2.15M Buy
25,645
+2,063
+9% +$164K 0.14% 72
2025
Q1 		$1.88M Sell
23,582
-998
-4% -$81.8K 0.14% 76
2024
Q4 		$1.99M Sell
24,580
-1,413
-5% -$118K 0.15% 78
2024
Q3 		$2.16M Sell
25,993
-1,001
-4% -$80.2K 0.17% 80
2024
Q2 		$2.11M Sell
26,994
-1,244
-4% -$94K 0.17% 74
2024
Q1 		$2.15M Buy
28,238
+2,895
+11% +$211K 0.18% 76
2023
Q4 		$1.78M Sell
25,343
-55
-0.2% -$3.63K 0.16% 83
2023
Q3 		$1.61M Buy
25,398
+995
+4% +$66.1K 0.17% 82
2023
Q2 		$1.63M Buy
24,403
+3,811
+19% +$242K 0.17% 84
2023
Q1 		$1.28M Buy
20,592
+3,346
+19% +$206K 0.15% 79
2022
Q4 		$1.04M Buy
17,246
+190
+1% +$11.3K 0.12% 96
2022
Q3 		$920K Buy
17,056
+5,742
+51% +$340K 0.13% 82
2022
Q2 		$648K Buy
11,314
+31
+0.3% +$1.88K 0.09% 99
2022
Q1 		$718K Sell
11,283
-206
-2% -$13K 0.08% 90
2021
Q4 		$757K Sell
11,489
-164
-1% -$10.3K 0.09% 90
2021
Q3 		$686K Buy
11,653
+31
+0.3% +$1.9K 0.09% 85
2021
Q2 		$693K Buy
11,622
+533
+5% +$31.5K 0.09% 81
2021
Q1 		$634K Sell
11,089
-156
-1% -$8.56K 0.09% 84
2020
Q4 		$607K Buy
+11,245
New +$582K 0.09% 81

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Fragasso Financial Advisors's DGRW Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.37% in Q2 2026, selling an estimated $9.45K and leaving 26,623 shares worth $2.55M. The position accounts for 0.14% of the portfolio, ranked #70.

Fragasso Financial Advisors first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. 328 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Fragasso Financial Advisors held 26,623 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.55M as of Q2 2026.
  • Fragasso Financial Advisors sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.45K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of Fragasso Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Fragasso Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • 328 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.