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 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

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

Friday Financial's DGRW Position: Q2 2026 in Review

Friday Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,900 shares worth $472K. The position accounts for 0.13% of the portfolio, ranked #77.

Friday Financial first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $474K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Friday Financial held 4,900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $472K as of Q2 2026.
Friday Financial 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 0.13% of Friday Financial's portfolio in Q2 2026, its #77 holding.
Friday Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Friday Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $474K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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