GRP
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Global Retirement Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Global Retirement Partners’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 		$2.52M Buy
+26,365
New +$2.49M 0.04% 417
2025
Q4 		$2.3M Buy
25,759
+2,139
+9% +$191K 0.04% 397
2025
Q3 		$2.1M Sell
23,620
-142
-0.6% -$12.3K 0.05% 340
2025
Q2 		$1.99M Buy
+23,762
New +$1.89M 0.05% 341
2024
Q4 		$1.72M Buy
21,312
+2,013
+10% +$168K 0.05% 331
2024
Q3 		$1.61M Sell
19,299
-309
-2% -$24.8K 0.05% 338
2024
Q2 		$1.53M Buy
19,608
+635
+3% +$48K 0.05% 326
2024
Q1 		$1.45M Sell
18,973
-1,689
-8% -$123K 0.05% 297
2023
Q4 		$1.45M Sell
20,662
-1,722
-8% -$114K 0.06% 265
2023
Q3 		$1.41M Buy
22,384
+3,144
+16% +$209K 0.07% 243
2023
Q2 		$1.28M Buy
19,240
+384
+2% +$24.4K 0.06% 274
2023
Q1 		$1.18M Buy
18,856
+11,810
+168% +$726K 0.06% 276
2022
Q4 		$425K Sell
7,046
-109
-2% -$6.5K 0.03% 400
2022
Q3 		$428K Sell
7,155
-140
-2% -$8.28K 0.03% 390
2022
Q2 		$418K Sell
7,295
-84
-1% -$5.09K 0.03% 386
2022
Q1 		$440K Buy
+7,379
New +$466K 0.03% 382
2021
Q4 		– Sell
-1,635
Closed -$96K – 577
2021
Q3 		$96K Buy
1,635
+373
+30% +$22.8K 0.01% 660
2021
Q2 		$75K Hold
1,262
– – 0.01% 716
2021
Q1 		$72K Sell
1,262
-1,189
-49% -$65.2K 0.01% 655
2020
Q4 		$132K Hold
2,451
– – 0.02% 471
2020
Q3 		$121K Buy
2,451
+634
+35% +$30.8K 0.02% 447
2020
Q2 		$83K Hold
1,817
– – 0.01% 519
2020
Q1 		$71K Hold
1,817
– – 0.01% 493
2019
Q4 		$88K Buy
1,817
+555
+44% +$25.9K 0.01% 514
2019
Q3 		$57K Buy
1,262
+1,162
+1,162% +$51.4K 0.01% 604
2019
Q2 		$4K Buy
+100
New +$4.33K ﹤0.01% 1320

Other funds holding DGRW

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Retirement Partners's DGRW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 26,365 shares worth $2.52M. The stake represents 0.04% of the portfolio and ranks #417 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DGRW as recently as Q4 2025.

Global Retirement Partners first reported a position in DGRW in Q2 2019 and has held it in 26 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Global Retirement Partners held 26,365 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.52M as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #417 holding.
  • Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 26 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.