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Guardian Wealth Management (Illinois)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-1,576
Closed -$126K – 101
2025
Q1 		$126K Sell
1,576
-102
-6% -$8.36K 0.08% 73
2024
Q4 		$136K Sell
1,678
-605
-27% -$50.6K 0.09% 74
2024
Q3 		$190K Hold
2,283
– – 0.13% 66
2024
Q2 		$178K Sell
2,283
-149
-6% -$11.3K 0.14% 65
2024
Q1 		$185K Sell
2,432
-123
-5% -$8.97K 0.14% 64
2023
Q4 		$180K Sell
2,555
-209
-8% -$13.8K 0.15% 68
2023
Q3 		$175K Sell
2,764
-659
-19% -$43.8K 0.16% 70
2023
Q2 		$228K Sell
3,423
-79
-2% -$5.02K 0.21% 64
2023
Q1 		$218K Sell
3,502
-243
-6% -$14.9K 0.21% 69
2022
Q4 		$226K Sell
3,745
-447
-11% -$26.7K 0.22% 73
2022
Q3 		$226K Sell
4,192
-470
-10% -$27.8K 0.26% 69
2022
Q2 		$267K Sell
4,662
-52
-1% -$3.15K 0.29% 62
2022
Q1 		$300K Buy
4,714
+12
+0.3% +$757 0.3% 67
2021
Q4 		$310K Buy
+4,702
New +$295K 0.3% 65

Other funds holding DGRW

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DGRW Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 1,576 shares — an estimated $126K sold.

Guardian Wealth Management (Illinois) first reported a position in DGRW in Q4 2021 and held it in 14 quarters. The position peaked at $310K in Q4 2021. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,576 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $126K.
  • Guardian Wealth Management (Illinois) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $310K in Q4 2021.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.