Gladstone Institutional Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gladstone Institutional Advisory’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	$1.29M	Buy	13,448 +6,221	+86%	+$588K	0.04%	369
2026 Q1	$635K	Sell	7,227 -4,057	-36%	-$369K	0.02%	481
2025 Q4	$1.01M	Sell	11,284 -177	-2%	-$15.8K	0.04%	363
2025 Q3	$1.02M	Sell	11,461 -570	-5%	-$49.4K	0.04%	361
2025 Q2	$1.01M	Sell	12,031 -3,475	-22%	-$276K	0.04%	346
2025 Q1	$1.24M	Sell	15,506 -11,899	-43%	-$975K	0.06%	294
2024 Q4	$2.22M	Sell	27,405 -3,370	-11%	-$282K	0.1%	210
2024 Q3	$2.56M	Sell	30,775 -41,515	-57%	-$3.33M	0.13%	188
2024 Q2	$5.64M	Buy	72,290 +1,600	+2%	+$121K	0.29%	85
2024 Q1	$5.39M	Buy	70,690 +348	+0.5%	+$25.4K	0.3%	87
2023 Q4	$4.94M	Sell	70,342 -582	-0.8%	-$38.4K	0.28%	95
2023 Q3	$4.5M	Sell	70,924 -464	-0.6%	-$30.8K	0.29%	85
2023 Q2	$4.76M	Sell	71,388 -10,651	-13%	-$676K	0.29%	90
2023 Q1	$5.11M	Buy	82,039 +4,703	+6%	+$289K	0.33%	74
2022 Q4	$4.67M	Buy	77,336 +45,996	+147%	+$2.74M	0.33%	80
2022 Q3	$1.69M	Buy	31,340 +7,200	+30%	+$426K	0.13%	190
2022 Q2	$1.38M	Buy	24,140 +403	+2%	+$24.4K	0.11%	216
2022 Q1	$1.51M	Sell	23,737 -2,744	-10%	-$173K	0.1%	223
2021 Q4	$1.74M	Buy	26,481 +1,796	+7%	+$113K	0.14%	202
2021 Q3	$1.45M	Buy	24,685 +16,386	+197%	+$1M	0.14%	186
2021 Q2	$495K	Sell	8,299 -885	-10%	-$52.3K	0.06%	301
2021 Q1	$525K	Buy	+9,184	New	+$504K	0.08%	229
2020 Q1	–	Sell	-6,973	Closed	-$338K	–	279
2019 Q4	$338K	Buy	+6,973	New	+$325K	0.08%	177

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gladstone Institutional Advisory's DGRW Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 86% in Q2 2026, buying an estimated $588K and bringing the position to 13,448 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #369.

Gladstone Institutional Advisory first reported a position in DGRW in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.64M in Q2 2024. 304 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Gladstone Institutional Advisory held 13,448 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.29M as of Q2 2026.
Gladstone Institutional Advisory bought 6,221 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $588K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #369 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 23 quarters since.
Gladstone Institutional Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.64M in Q2 2024.
304 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.