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

Friday 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 Q3	$477K	Hold	4,900	–	–	0.09%	81
2026 Q2	$472K	Hold	4,900	–	–	0.13%	77
2026 Q1	$430K	Sell	4,900 -400	-8%	-$36.4K	0.15%	72
2025 Q4	$474K	Hold	5,300	–	–	0.17%	69
2025 Q3	$471K	Hold	5,300	–	–	0.2%	56
2025 Q2	$444K	Hold	5,300	–	–	0.23%	57
2025 Q1	$426K	Hold	5,300	–	–	0.25%	48
2024 Q4	$429K	Buy	+5,300	New	+$443K	0.3%	43

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Friday Financial's DGRW Position: Q3 2026 in Review

Friday Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 4,900 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #81.

Friday Financial first reported a position in DGRW in Q4 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Friday Financial held 4,900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $477K as of Q3 2026.
Friday Financial left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Friday Financial's portfolio in Q3 2026, its #81 holding.
Friday Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.