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 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

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

GSB Wealth Management's DGRW Position: Q2 2026 in Review

GSB Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.9% in Q2 2026, buying an estimated $221K and bringing the position to 62,359 shares worth $5.96M. The position accounts for 1.2% of the portfolio, ranked #25.

GSB Wealth Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

GSB Wealth Management held 62,359 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.96M as of Q2 2026.
GSB Wealth Management bought 2,336 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $221K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.2% of GSB Wealth Management's portfolio in Q2 2026, its #25 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 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.