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Guardian Wealth Advisors (North Carolina)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$122K Buy
+1,393
New +$127K 0.01% 382
2025
Q3 		– Sell
-1,823
Closed -$153K – 384
2025
Q2 		$153K Sell
1,823
-378
-17% -$30K 0.01% 341
2025
Q1 		$176K Hold
2,201
– – 0.01% 320
2024
Q4 		$178K Sell
2,201
-117
-5% -$9.78K 0.01% 316
2024
Q3 		$193K Buy
2,318
+247
+12% +$19.8K 0.02% 270
2024
Q2 		$162K Hold
2,071
– – 0.02% 262
2024
Q1 		$158K Buy
2,071
+500
+32% +$36.5K 0.02% 272
2023
Q4 		$110K Hold
1,571
– – 0.02% 265
2023
Q3 		$99.7K Hold
1,571
– – 0.02% 260
2023
Q2 		$105K Sell
1,571
-9,910
-86% -$629K 0.02% 248
2023
Q1 		$716K Sell
11,481
-16,660
-59% -$1.02M 0.13% 95
2022
Q4 		$1.7M Buy
28,141
+26,570
+1,691% +$1.59M 0.33% 34
2022
Q3 		$85K Hold
1,571
– – 0.02% 215
2022
Q2 		$90K Buy
+1,571
New +$95.2K 0.02% 207

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

Guardian Wealth Advisors (North Carolina)'s DGRW Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 1,393 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in DGRW as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in DGRW in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2022. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,393 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $122K as of Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #382 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.7M in Q4 2022.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.