Future Financial Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Future Financial Wealth Management’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	$532K	Buy	5,597 +6	+0.1%	+$567	0.33%	58
2026 Q1	$518K	Buy	5,591 +1	+0%	+$91	0.33%	56
2025 Q4	$500K	Buy	5,590 +1	+0%	+$89	0.34%	60
2025 Q3	$497K	Sell	5,589 -55	-1%	-$4.77K	0.31%	64
2025 Q2	$473K	Buy	5,644 +1	+0%	+$79	0.32%	62
2025 Q1	$451K	Sell	5,643 -375	-6%	-$30.7K	0.33%	60
2024 Q4	$487K	Buy	6,018 +9	+0.1%	+$753	0.36%	56
2024 Q3	$500K	Buy	6,009 +41	+0.7%	+$3.28K	0.36%	59
2024 Q2	$466K	Sell	5,968 -3,782	-39%	-$286K	0.41%	58
2024 Q1	$743K	Sell	9,750 -358	-4%	-$26.1K	0.57%	38
2023 Q4	$710K	Buy	10,108 +13	+0.1%	+$859	0.71%	36
2023 Q3	$641K	Sell	10,095 -43	-0.4%	-$2.86K	0.71%	36
2023 Q2	$676K	Buy	10,138 +2	+0%	+$127	0.71%	34
2023 Q1	$635K	Sell	10,136 -7,969	-44%	-$490K	0.7%	39
2022 Q4	$1.09M	Buy	18,105 +3,793	+27%	+$226K	1.24%	27
2022 Q3	$820K	Sell	14,312 -47	-0.3%	-$2.78K	0.94%	38
2022 Q2	$914K	Hold	14,359	–	–	0.89%	39
2022 Q1	$914K	Buy	14,359 +86	+0.6%	+$5.43K	0.76%	39
2021 Q4	$940K	Buy	14,273 +1,306	+10%	+$82K	0.75%	38
2021 Q3	$774K	Hold	12,967	–	–	0.8%	48
2021 Q2	$774K	Buy	12,967 +741	+6%	+$43.8K	0.8%	48
2021 Q1	$699K	Buy	12,226 +1,633	+15%	+$89.6K	0.8%	39
2020 Q4	$572K	Buy	+10,593	New	+$548K	0.66%	50

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

Future Financial Wealth Management's DGRW Position: Q2 2026 in Review

Future Financial Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.11% in Q2 2026, buying an estimated $567 and bringing the position to 5,597 shares worth $532K. The position accounts for 0.33% of the portfolio, ranked #58.

Future Financial Wealth Management first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2022. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Future Financial Wealth Management held 5,597 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $532K as of Q2 2026.
Future Financial Wealth Management bought 6 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $567.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.33% of Future Financial Wealth Management's portfolio in Q2 2026, its #58 holding.
Future Financial Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.09M in Q4 2022.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.