Galvin Gaustad & Stein’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Galvin Gaustad & Stein’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 Q3	$428K	Hold	4,400	–	–	0.03%	187
2026 Q2	$421K	Hold	4,400	–	–	0.03%	199
2026 Q1	$386K	Hold	4,400	–	–	0.03%	193
2025 Q4	$393K	Hold	4,400	–	–	0.03%	184
2025 Q3	$391K	Hold	4,400	–	–	0.03%	150
2025 Q2	$368K	Sell	4,400 -1,000	-19%	-$79.3K	0.03%	150
2025 Q1	$431K	Hold	5,400	–	–	0.04%	137
2024 Q4	$437K	Sell	5,400 -300	-5%	-$25.1K	0.04%	142
2024 Q3	$474K	Hold	5,700	–	–	0.04%	133
2024 Q2	$445K	Hold	5,700	–	–	0.04%	135
2024 Q1	$434K	Hold	5,700	–	–	0.04%	135
2023 Q4	$401K	Hold	5,700	–	–	0.04%	137
2023 Q3	$362K	Hold	5,700	–	–	0.04%	139
2023 Q2	$380K	Hold	5,700	–	–	0.04%	132
2023 Q1	$355K	Hold	5,700	–	–	0.04%	132
2022 Q4	$344K	Hold	5,700	–	–	0.03%	129
2022 Q3	$307K	Hold	5,700	–	–	0.03%	133
2022 Q2	$327K	Hold	5,700	–	–	0.03%	135
2022 Q1	$363K	Hold	5,700	–	–	0.03%	135
2021 Q4	$375K	Sell	5,700 -925	-14%	-$58.1K	0.03%	139
2021 Q3	$390K	Sell	6,625 -700	-10%	-$42.9K	0.04%	138
2021 Q2	$437K	Sell	7,325 -175	-2%	-$10.3K	0.04%	140
2021 Q1	$429K	Sell	7,500 -200	-3%	-$11K	0.04%	139
2020 Q4	$415K	Buy	+7,700	New	+$399K	0.04%	140

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Galvin Gaustad & Stein's DGRW Position: Q3 2026 in Review

Galvin Gaustad & Stein held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 4,400 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #187.

Galvin Gaustad & Stein first reported a position in DGRW in Q4 2020 and has held it in 24 quarters since. The position peaked at $474K in Q3 2024. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Galvin Gaustad & Stein held 4,400 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $428K as of Q3 2026.
Galvin Gaustad & Stein left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #187 holding.
Galvin Gaustad & Stein first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 24 quarters since.
Galvin Gaustad & Stein's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $474K in Q3 2024.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.