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Golden State Equity Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Golden State Equity 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 		$47.8K Sell
500
-93,593
-99% -$8.84M 0.13% 102
2026
Q1 		$8.27M Buy
94,093
+66,317
+239% +$6.03M 0.63% 25
2025
Q4 		$2.48M Sell
27,776
-59,770
-68% -$5.33M 0.4% 45
2025
Q3 		$7.79M Sell
87,546
-2,068
-2% -$179K 1.31% 9
2025
Q2 		$7.5M Sell
89,614
-16,996
-16% -$1.35M 1.39% 9
2025
Q1 		$8.51M Sell
106,610
-3,174
-3% -$260K 1.69% 5
2024
Q4 		$8.88M Sell
109,784
-55,652
-34% -$4.65M 1.7% 6
2024
Q3 		$13.8M Buy
165,436
+18,799
+13% +$1.51M 7.25% 1
2024
Q2 		$11.4M Buy
+146,637
New +$11.1M 2.38% 4
2023
Q4 		$9.95M Buy
141,517
+57,987
+69% +$3.83M 2.42% 4
2023
Q3 		$5.3M Buy
83,530
+78,307
+1,499% +$5.2M 1.48% 9
2023
Q2 		$348K Sell
5,223
-29,879
-85% -$1.9M 0.1% 236
2023
Q1 		$2.19M Buy
+35,102
New +$2.16M 1.18% 20
2022
Q1 		$3.4M Buy
53,447
+21,536
+67% +$1.36M 1.71% 11
2021
Q4 		$2.1M Sell
31,911
-65,846
-67% -$4.14M 1.06% 28
2021
Q3 		$5.75M Buy
97,757
+491
+0.5% +$30.1K 2.34% 7
2021
Q2 		$5.8M Buy
97,266
+33,994
+54% +$2.01M 2.24% 7
2021
Q1 		$3.62M Buy
63,272
+35,248
+126% +$1.93M 2.07% 7
2020
Q4 		$1.51M Buy
+28,024
New +$1.45M 1.04% 28

Other funds holding DGRW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
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

Golden State Equity Partners's DGRW Position: Q2 2026 in Review

Golden State Equity Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 99% in Q2 2026, selling an estimated $8.84M and leaving 500 shares worth $47.8K. The position accounts for 0.13% of the portfolio, ranked #102.

Golden State Equity Partners first reported a position in DGRW in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.8M in Q3 2024. 439 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Golden State Equity Partners held 500 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $47.8K as of Q2 2026.
  • Golden State Equity Partners sold 93,593 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.84M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Golden State Equity Partners's portfolio in Q2 2026, its #102 holding.
  • Golden State Equity Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.8M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.