Gateway Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gateway Wealth Partners’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	$8.54M	Sell	89,344 -88,165	-50%	-$8.33M	0.51%	43
2026 Q1	$15.6M	Buy	177,509 +87,250	+97%	+$7.93M	0.61%	35
2025 Q4	$8.07M	Buy	90,259 +17,509	+24%	+$1.56M	0.9%	23
2025 Q3	$6.47M	Buy	72,750 +527	+0.7%	+$45.7K	0.87%	32
2025 Q2	$6.05M	Sell	72,223 -3,017	-4%	-$239K	1.15%	18
2025 Q1	$6.01M	Buy	75,240 +47,998	+176%	+$3.93M	1.35%	10
2024 Q4	$2.2M	Buy	27,242 +207	+0.8%	+$17.3K	0.57%	47
2024 Q3	$2.25M	Buy	27,035 +5,500	+26%	+$441K	0.62%	44
2024 Q2	$1.68M	Buy	21,535 +2,046	+10%	+$155K	0.51%	51
2024 Q1	$1.48M	Buy	19,489 +5,820	+43%	+$425K	0.53%	52
2023 Q4	$961K	Buy	13,669 +10,371	+314%	+$685K	0.39%	69
2023 Q3	$209K	Buy	+3,298	New	+$219K	0.04%	246

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

Gateway Wealth Partners's DGRW Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 50% in Q2 2026, selling an estimated $8.33M and leaving 89,344 shares worth $8.54M. The position accounts for 0.51% of the portfolio, ranked #43.

Gateway Wealth Partners first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.6M in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Gateway Wealth Partners held 89,344 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.54M as of Q2 2026.
Gateway Wealth Partners sold 88,165 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.33M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.51% of Gateway Wealth Partners's portfolio in Q2 2026, its #43 holding.
Gateway Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $15.6M in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.