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

Frazier 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	$98.2K	Hold	1,027	–	–	0.05%	126
2026 Q1	$90.2K	Hold	1,027	–	–	0.05%	125
2025 Q4	$91.8K	Hold	1,027	–	–	0.05%	114
2025 Q3	$91.4K	Buy	1,027 +766	+293%	+$66.4K	0.06%	107
2025 Q2	$21.9K	Hold	261	–	–	0.02%	252
2025 Q1	$20.8K	Hold	261	–	–	0.02%	242
2024 Q4	$21.1K	Hold	261	–	–	0.02%	244
2024 Q3	$21.7K	Hold	261	–	–	0.02%	247
2024 Q2	$20.4K	Hold	261	–	–	0.02%	289
2024 Q1	$19.9K	Hold	261	–	–	0.02%	267
2023 Q4	$18.3K	Buy	+261	New	+$17.2K	0.02%	247

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 $104B AUM 28.3% 1-Year Est. Return

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

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

Frazier Financial Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,027 shares worth $98.2K. The position accounts for 0.05% of the portfolio, ranked #126.

Frazier Financial Advisors 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.

Frazier Financial Advisors held 1,027 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $98.2K as of Q2 2026.
Frazier Financial Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Frazier Financial Advisors's portfolio in Q2 2026, its #126 holding.
Frazier Financial Advisors 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 Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.