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Future Fund LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Future Fund LLC’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
2025
Q4 		– Sell
-8,891
Closed -$791K – 148
2025
Q3 		$791K Hold
8,891
– – 0.28% 145
2025
Q2 		$745K Buy
+8,891
New +$705K 0.33% 123

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Bank of America
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Morgan Stanley
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Ameriprise
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HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Future Fund LLC's DGRW Position: Q4 2025 in Review

Future Fund LLC sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 8,891 shares — an estimated $791K sold.

Future Fund LLC first reported a position in DGRW in Q2 2025 and held it in 2 quarters. The position peaked at $791K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Future Fund LLC reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Future Fund LLC sold 8,891 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $791K.
  • Future Fund LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and held it in 2 quarters.
  • Future Fund LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $791K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Future Fund LLC's 13F filing for Q4 2025, filed 10 Feb 2026.