Gryphon Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gryphon Financial 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	$1.11M	Hold	11,572	–	–	0.1%	144
2026 Q1	$1.02M	Sell	11,572 -1,075	-9%	-$97.7K	0.1%	133
2025 Q4	$1.13M	Hold	12,647	–	–	0.12%	113
2025 Q3	$1.13M	Sell	12,647 -145	-1%	-$12.6K	0.13%	105
2025 Q2	$1.07M	Buy	12,792 +1,238	+11%	+$98.2K	0.14%	100
2025 Q1	$923K	Sell	11,554 -450	-4%	-$36.9K	0.13%	105
2024 Q4	$971K	Sell	12,004 -1,263	-10%	-$106K	0.14%	89
2024 Q3	$1.1M	Buy	13,267 +1,139	+9%	+$91.2K	0.15%	85
2024 Q2	$947K	Buy	12,128 +962	+9%	+$72.7K	0.14%	89
2024 Q1	$851K	Buy	+11,166	New	+$815K	0.14%	98
2022 Q3	–	Sell	-163	Closed	-$9K	–	195
2022 Q2	$9K	Buy	+163	New	+$9.88K	﹤0.01%	217

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gryphon Financial Partners's DGRW Position: Q2 2026 in Review

Gryphon Financial Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 11,572 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #144.

Gryphon Financial Partners first reported a position in DGRW in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Gryphon Financial Partners held 11,572 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.11M as of Q2 2026.
Gryphon Financial Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Gryphon Financial Partners's portfolio in Q2 2026, its #144 holding.
Gryphon Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 11 quarters since.
Gryphon Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.13M 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 Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.