GGM Financials’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

GGM Financials’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	$2.03M	Buy	21,239 +2,218	+12%	+$210K	0.77%	20
2026 Q1	$1.67M	Buy	19,021 +461	+2%	+$41.9K	0.77%	20
2025 Q4	$1.66M	Sell	18,560 -56	-0.3%	-$4.99K	0.81%	19
2025 Q3	$1.66M	Sell	18,616 -976	-5%	-$84.7K	0.84%	19
2025 Q2	$1.64M	Sell	19,592 -7,689	-28%	-$610K	0.95%	17
2025 Q1	$2.18M	Sell	27,281 -123	-0.4%	-$10.1K	1.49%	10
2024 Q4	$2.22M	Sell	27,404 -1,361	-5%	-$114K	2.36%	8
2024 Q3	$2.39M	Sell	28,765 -1,220	-4%	-$97.7K	2.06%	10
2024 Q2	$2.34M	Buy	+29,985	New	+$2.27M	2.15%	10

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

GGM Financials's DGRW Position: Q2 2026 in Review

GGM Financials increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q2 2026, buying an estimated $210K and bringing the position to 21,239 shares worth $2.03M. The position accounts for 0.77% of the portfolio, ranked #20.

GGM Financials first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q3 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

GGM Financials held 21,239 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.03M as of Q2 2026.
GGM Financials bought 2,218 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $210K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.77% of GGM Financials's portfolio in Q2 2026, its #20 holding.
GGM Financials first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
GGM Financials's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.39M in Q3 2024.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.