BFC Planning, Inc.’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BFC Planning, Inc.’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	$6.61M	Sell	69,077 -4,317	-6%	-$408K	0.27%	76
2026 Q1	$6.45M	Buy	73,394 +275	+0.4%	+$25K	0.29%	71
2025 Q4	$6.54M	Buy	73,119 +70,640	+2,850%	+$6.3M	0.29%	67
2025 Q3	$221K	Sell	2,479 -52	-2%	-$4.51K	0.02%	638
2025 Q2	$212K	Buy	2,531 +64	+3%	+$5.08K	0.02%	620
2025 Q1	$197K	Sell	2,467 -65	-3%	-$5.32K	0.02%	617
2024 Q4	$205K	Buy	+2,532	New	+$212K	0.02%	603

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 $1.78B AUM 13.07% 1-Year Est. Return

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

BFC Planning, Inc.'s DGRW Position: Q2 2026 in Review

BFC Planning, Inc. reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.9% in Q2 2026, selling an estimated $408K and leaving 69,077 shares worth $6.61M. The position accounts for 0.27% of the portfolio, ranked #76.

BFC Planning, Inc. first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 798 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

BFC Planning, Inc. held 69,077 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.61M as of Q2 2026.
BFC Planning, Inc. sold 4,317 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $408K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of BFC Planning, Inc.'s portfolio in Q2 2026, its #76 holding.
BFC Planning, Inc. first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
798 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.