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

Golden State 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
2026
Q2 		$7.37M Buy
77,099
+1,327
+2% +$125K 0.67% 25
2026
Q1 		$6.66M Sell
75,772
-47,275
-38% -$4.3M 0.73% 24
2025
Q4 		$11M Buy
123,047
+3,766
+3% +$336K 1.16% 17
2025
Q3 		$10.6M Sell
119,281
-780
-0.6% -$67.7K 1.17% 17
2025
Q2 		$10.1M Sell
120,061
-6,174
-5% -$490K 1.22% 17
2025
Q1 		$10.1M Buy
126,235
+17,601
+16% +$1.44M 1.5% 14
2024
Q4 		$8.79M Buy
+108,634
New +$9.08M 1.32% 18
2022
Q1 		$4.11M Sell
64,613
-2,071
-3% -$131K 0.81% 25
2021
Q4 		$4.39M Buy
66,684
+33,199
+99% +$2.08M 0.76% 22
2021
Q3 		$1.97M Buy
33,485
+625
+2% +$38.3K 0.43% 43
2021
Q2 		$1.96M Buy
+32,860
New +$1.94M 0.43% 48
2020
Q4 		– Sell
-2,825
Closed -$140K – 274
2020
Q3 		$140K Sell
2,825
-3,127
-53% -$152K 0.05% 230
2020
Q2 		$210K Buy
5,952
+5,183
+674% +$224K 0.05% 224
2020
Q1 		$30K Buy
+769
New +$34.9K 0.01% 440
2019
Q4 		– Sell
-3,043
Closed -$137K – 246
2019
Q3 		$137K Buy
3,043
+2
+0.1% +$88 0.05% 263
2019
Q2 		$132K Sell
3,041
-163
-5% -$7.06K 0.04% 291
2019
Q1 		$138K Buy
+3,204
New +$132K 0.05% 277

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

Golden State Wealth Management's DGRW Position: Q2 2026 in Review

Golden State Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.8% in Q2 2026, buying an estimated $125K and bringing the position to 77,099 shares worth $7.37M. The position accounts for 0.67% of the portfolio, ranked #25.

Golden State Wealth Management first reported a position in DGRW in Q1 2019 and has held it in 17 quarters since. The position peaked at $11M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Golden State Wealth Management held 77,099 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.37M as of Q2 2026.
  • Golden State Wealth Management bought 1,327 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $125K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.67% of Golden State Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Golden State Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.