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GeoWealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-9,881
Closed -$789K – 1227
2025
Q1 		$789K Buy
9,881
+4,151
+72% +$340K 0.03% 323
2024
Q4 		$464K Buy
5,730
+1,402
+32% +$117K 0.02% 488
2024
Q3 		$360K Sell
4,328
-55,032
-93% -$4.41M 0.01% 554
2024
Q2 		$4.63M Sell
59,360
-26,769
-31% -$2.02M 0.2% 77
2024
Q1 		$6.56M Sell
86,129
-109,700
-56% -$8M 0.25% 75
2023
Q4 		$13.8M Buy
195,829
+161,383
+469% +$10.7M 1.14% 16
2023
Q3 		$2.19M Sell
34,446
-17,217
-33% -$1.14M 0.25% 94
2023
Q2 		$3.44M Buy
51,663
+25,155
+95% +$1.6M 0.37% 55
2023
Q1 		$1.65M Sell
26,508
-34,512
-57% -$2.12M 0.19% 74
2022
Q4 		$3.68M Buy
61,020
+29,652
+95% +$1.77M 0.39% 56
2022
Q3 		$1.69M Buy
31,368
+9,618
+44% +$569K 0.18% 91
2022
Q2 		$1.25M Sell
21,750
-243,645
-92% -$14.8M 0.17% 95
2022
Q1 		$16.9M Buy
+265,395
New +$16.7M 1.48% 11
2021
Q4 		– Sell
-47,068
Closed -$2.77M – 385
2021
Q3 		$2.77M Buy
+47,068
New +$2.88M 0.23% 95

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GeoWealth Management's DGRW Position: Q2 2025 in Review

GeoWealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 9,881 shares — an estimated $789K sold.

GeoWealth Management first reported a position in DGRW in Q3 2021 and held it in 14 quarters. The position peaked at $16.9M in Q1 2022. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • GeoWealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,881 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $789K.
  • GeoWealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 14 quarters.
  • GeoWealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16.9M in Q1 2022.
  • 732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.