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GPS Wealth Strategies Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$561K Sell
6,278
-289,344
-98% -$25.8M 0.48% 51
2025
Q3 		$26.3M Sell
295,622
-13,154
-4% -$1.14M 2.78% 7
2025
Q2 		$25.9M Sell
308,776
-16,270
-5% -$1.29M 2.98% 5
2025
Q1 		$26M Sell
325,046
-39,642
-11% -$3.25M 3.5% 6
2024
Q4 		$29.5M Sell
364,688
-9,274
-2% -$775K 3.79% 6
2024
Q3 		$31.1M Sell
373,962
-17,443
-4% -$1.4M 4.15% 6
2024
Q2 		$30.5M Buy
391,405
+1,610
+0.4% +$122K 4.59% 5
2024
Q1 		$29.7M Sell
389,795
-40,762
-9% -$2.97M 4.81% 5
2023
Q4 		$30.3M Sell
430,557
-59,862
-12% -$3.95M 5.52% 2
2023
Q3 		$31.1M Sell
490,419
-19,293
-4% -$1.28M 5.98% 1
2023
Q2 		$34M Sell
509,712
-6,227
-1% -$396K 6.33% 1
2023
Q1 		$32.2M Buy
515,939
+100,125
+24% +$6.15M 6.66% 1
2022
Q4 		$25.1M Buy
415,814
+331,679
+394% +$19.8M 7.54% 1
2022
Q3 		$4.54M Buy
84,135
+48,173
+134% +$2.85M 1.15% 14
2022
Q2 		$2.06M Buy
35,962
+18,088
+101% +$1.1M 0.53% 40
2022
Q1 		$1.14M Buy
17,874
+8,480
+90% +$535K 0.26% 59
2021
Q4 		$619K Buy
9,394
+1,189
+14% +$74.7K 0.14% 97
2021
Q3 		$483K Sell
8,205
-2
-0% -$122 0.12% 107
2021
Q2 		$490K Sell
8,207
-189
-2% -$11.2K 0.12% 107
2021
Q1 		$480K Sell
8,396
-2,042
-20% -$112K 0.14% 97
2020
Q4 		$563K Buy
10,438
+1,117
+12% +$57.8K 0.2% 74
2020
Q3 		$462K Buy
+9,321
New +$452K 0.19% 83

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GPS Wealth Strategies Group's DGRW Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 98% in Q4 2025, selling an estimated $25.8M and leaving 6,278 shares worth $561K. The position accounts for 0.48% of the portfolio, ranked #51.

GPS Wealth Strategies Group first reported a position in DGRW in Q3 2020 and has held it in 22 quarters since. The position peaked at $34M in Q2 2023. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • GPS Wealth Strategies Group held 6,278 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $561K as of Q4 2025.
  • GPS Wealth Strategies Group sold 289,344 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $25.8M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.48% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #51 holding.
  • GPS Wealth Strategies Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 22 quarters since.
  • GPS Wealth Strategies Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $34M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.