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Great Valley Advisor Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Great Valley Advisor 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
2026
Q2 		$9.6M Sell
100,401
-51,286
-34% -$4.85M 0.15% 142
2026
Q1 		$13.3M Sell
151,687
-30,463
-17% -$2.77M 0.24% 99
2025
Q4 		$16.3M Buy
182,150
+256
+0.1% +$22.8K 0.31% 83
2025
Q3 		$16.2M Sell
181,894
-26,421
-13% -$2.29M 0.32% 82
2025
Q2 		$17.4M Buy
208,315
+10,012
+5% +$794K 0.39% 65
2025
Q1 		$15.8M Buy
198,303
+32,761
+20% +$2.68M 0.34% 78
2024
Q4 		$13.4M Buy
165,542
+3,250
+2% +$272K 0.3% 84
2024
Q3 		$13.5M Sell
162,292
-79,148
-33% -$6.34M 0.33% 77
2024
Q2 		$18.8M Sell
241,440
-49,159
-17% -$3.72M 0.53% 45
2024
Q1 		$22.1M Buy
290,599
+17,591
+6% +$1.28M 0.67% 34
2023
Q4 		$19.2M Buy
273,008
+206,204
+309% +$13.6M 0.67% 35
2023
Q3 		$4.24M Buy
66,804
+5,027
+8% +$334K 0.18% 140
2023
Q2 		$4.12M Buy
61,777
+13,844
+29% +$879K 0.17% 142
2023
Q1 		$2.99M Sell
47,933
-27,310
-36% -$1.68M 0.14% 169
2022
Q4 		$4.54M Buy
75,243
+14,616
+24% +$872K 0.23% 107
2022
Q3 		$3.27M Buy
60,627
+43,706
+258% +$2.58M 0.18% 140
2022
Q2 		$970K Buy
16,921
+6,897
+69% +$418K 0.05% 318
2022
Q1 		$638K Buy
10,024
+950
+10% +$60K 0.04% 352
2021
Q4 		$598K Buy
9,074
+800
+10% +$50.2K 0.04% 352
2021
Q3 		$487K Buy
8,274
+950
+13% +$58.2K 0.03% 366
2021
Q2 		$437K Buy
7,324
+1,250
+21% +$73.8K 0.03% 381
2021
Q1 		$347K Buy
6,074
+550
+10% +$30.2K 0.03% 374
2020
Q4 		$298K Hold
5,524
– – 0.03% 372
2020
Q3 		$274K Buy
+5,524
New +$268K 0.03% 348

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

Great Valley Advisor Group's DGRW Position: Q2 2026 in Review

Great Valley Advisor Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 34% in Q2 2026, selling an estimated $4.85M and leaving 100,401 shares worth $9.6M. The position accounts for 0.15% of the portfolio, ranked #142.

Great Valley Advisor Group first reported a position in DGRW in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.1M in Q1 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Great Valley Advisor Group held 100,401 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.6M as of Q2 2026.
  • Great Valley Advisor Group sold 51,286 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.85M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #142 holding.
  • Great Valley Advisor Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 24 quarters since.
  • Great Valley Advisor Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $22.1M in Q1 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.