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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GGM Financials's DGRW Position: Q1 2026 in Review

GGM Financials increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.5% in Q1 2026, buying an estimated $41.9K and bringing the position to 19,021 shares worth $1.67M. 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 8 quarters since. The position peaked at $2.39M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

GGM Financials held 19,021 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.67M as of Q1 2026.
GGM Financials bought 461 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $41.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.77% of GGM Financials's portfolio in Q1 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 8 quarters since.
GGM Financials's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.39M in Q3 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on GGM Financials's 13F filing for Q1 2026, filed 12 May 2026.