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

Gibbs Wealth 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
2024
Q2 		– Sell
-11,777
Closed -$897K – 237
2024
Q1 		$897K Buy
+11,777
New +$859K 0.52% 47

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gibbs Wealth Management's DGRW Position: Q2 2024 in Review

Gibbs Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2024, closing a stake of 11,777 shares — an estimated $897K sold.

Gibbs Wealth Management first reported a position in DGRW in Q1 2024 and held it in 1 quarter. The position peaked at $897K in Q1 2024. 623 funds tracked by Wall St. Rank hold DGRW as of Q2 2024.

  • Gibbs Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 11,777 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2024, an estimated $897K.
  • Gibbs Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Gibbs Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $897K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2024.

Based on Gibbs Wealth Management's 13F filing for Q2 2024, filed 4 Nov 2025.