Global Strategic Investment Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Global Strategic Investment Solutions’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	$464K	Buy	4,853 +15	+0.3%	+$1.42K	0.04%	109
2026 Q1	$425K	Buy	4,838 +13	+0.3%	+$1.18K	0.04%	109
2025 Q4	$431K	Sell	4,825 -234	-5%	-$20.9K	0.04%	109
2025 Q3	$450K	Hold	5,059	–	–	0.04%	111
2025 Q2	$424K	Sell	5,059 -72	-1%	-$5.71K	0.05%	112
2025 Q1	$410K	Buy	5,131 +19	+0.4%	+$1.56K	0.05%	105
2024 Q4	$414K	Sell	5,112 -23	-0.4%	-$1.92K	0.05%	110
2024 Q3	$427K	Buy	5,135 +7	+0.1%	+$561	0.05%	107
2024 Q2	$400K	Buy	5,128 +21	+0.4%	+$1.59K	0.05%	108
2024 Q1	$389K	Buy	5,107 +17	+0.3%	+$1.24K	0.05%	110
2023 Q4	$358K	Buy	5,090 +27	+0.5%	+$1.78K	0.04%	109
2023 Q3	$321K	Buy	5,063 +25	+0.5%	+$1.66K	0.04%	115
2023 Q2	$336K	Hold	5,038	–	–	0.04%	110
2023 Q1	$314K	Hold	5,038	–	–	0.05%	104
2022 Q4	$304K	Hold	5,038	–	–	0.02%	98
2022 Q3	$272K	Hold	5,038	–	–	0.01%	108
2022 Q2	$289K	Hold	5,038	–	–	0.02%	99
2022 Q1	$321K	Hold	5,038	–	–	0.02%	105
2021 Q4	$332K	Hold	5,038	–	–	0.05%	103
2021 Q3	$296K	Sell	5,038 -4,593	-48%	-$281K	0.05%	113
2021 Q2	$575K	Sell	9,631 -590	-6%	-$34.9K	0.1%	68
2021 Q1	$585K	Hold	10,221	–	–	0.11%	74
2020 Q4	$552K	Hold	10,221	–	–	0.12%	62
2020 Q3	$507K	Hold	10,221	–	–	0.13%	61
2020 Q2	$465K	Buy	+10,221	New	+$442K	0.13%	60

Other funds holding DGRW

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Global Strategic Investment Solutions's DGRW Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.31% in Q2 2026, buying an estimated $1.42K and bringing the position to 4,853 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #109.

Global Strategic Investment Solutions first reported a position in DGRW in Q2 2020 and has held it in 25 quarters since. The position peaked at $585K in Q1 2021. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Global Strategic Investment Solutions held 4,853 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $464K as of Q2 2026.
Global Strategic Investment Solutions bought 15 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.42K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #109 holding.
Global Strategic Investment Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 25 quarters since.
Global Strategic Investment Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $585K in Q1 2021.
526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.