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

GSB 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 Q3	$6.04M	Sell	62,091 -268	-0.4%	-$26.3K	1.22%	24
2026 Q2	$5.96M	Buy	62,359 +2,336	+4%	+$221K	1.2%	25
2026 Q1	$5.27M	Buy	60,023 +6,438	+12%	+$585K	1.19%	24
2025 Q4	$4.79M	Buy	53,585 +6,203	+13%	+$553K	1.08%	26
2025 Q3	$4.22M	Buy	47,382 +7,196	+18%	+$624K	0.96%	30
2025 Q2	$3.36M	Buy	40,186 +5,297	+15%	+$420K	0.82%	38
2025 Q1	$2.79M	Buy	34,889 +6,097	+21%	+$499K	0.73%	48
2024 Q4	$2.33M	Buy	28,792 +178	+0.6%	+$14.9K	0.6%	58
2024 Q3	$2.38M	Buy	28,614 +9,762	+52%	+$782K	0.61%	55
2024 Q2	$1.47M	Buy	18,852 +2,574	+16%	+$195K	0.4%	80
2024 Q1	$1.24M	Buy	+16,278	New	+$1.19M	0.35%	93

Other funds holding DGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

GSB Wealth Management's DGRW Position: Q3 2026 in Review

GSB Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.43% in Q3 2026, selling an estimated $26.3K and leaving 62,091 shares worth $6.04M. The position accounts for 1.22% of the portfolio, ranked #24.

GSB Wealth Management first reported a position in DGRW in Q1 2024 and has held it in 11 quarters since. 502 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

GSB Wealth Management held 62,091 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.04M as of Q3 2026.
GSB Wealth Management sold 268 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $26.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.22% of GSB Wealth Management's portfolio in Q3 2026, its #24 holding.
GSB Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.