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

FSA 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 		$250K Sell
2,617
-581
-18% -$54.9K 0.11% 224
2026
Q1 		$281K Buy
3,198
+1
+0% +$91 0.19% 153
2025
Q4 		$286K Buy
+3,197
New +$285K 0.2% 134
2025
Q3 		– Sell
-6,815
Closed -$571K – 150
2025
Q2 		$571K Sell
6,815
-9,655
-59% -$766K 0.46% 67
2025
Q1 		$1.32M Sell
16,470
-460
-3% -$37.7K 1.04% 24
2024
Q4 		$1.37M Buy
16,930
+2,205
+15% +$184K 1.68% 11
2024
Q3 		$1.15M Sell
14,725
-2,520
-15% -$202K 1.15% 21
2024
Q2 		$1.31M Hold
17,245
– – 1.37% 14
2024
Q1 		$1.31M Buy
17,245
+4,723
+38% +$345K 1.41% 13
2023
Q4 		$880K Buy
+12,522
New +$827K 1.09% 25

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FSA Advisors's DGRW Position: Q2 2026 in Review

FSA Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 18% in Q2 2026, selling an estimated $54.9K and leaving 2,617 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #224.

FSA Advisors first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • FSA Advisors held 2,617 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $250K as of Q2 2026.
  • FSA Advisors sold 581 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $54.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of FSA Advisors's portfolio in Q2 2026, its #224 holding.
  • FSA Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
  • FSA Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.37M in Q4 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.