Guidance Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Guidance Capital’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	$1.78M	Sell	18,370 -112	-0.6%	-$10.6K	0.38%	51
2026 Q1	$1.74M	Sell	18,482 -468	-2%	-$42.6K	0.39%	49
2025 Q4	$1.72M	Buy	18,950 +482	+3%	+$43K	0.42%	43
2025 Q3	$1.66M	Buy	18,468 +2,188	+13%	+$190K	0.43%	41
2025 Q2	$1.37M	Buy	16,280 +79	+0.5%	+$6.27K	0.39%	48
2025 Q1	$1.28M	Sell	16,201 -12	-0.1%	-$983	0.39%	45
2024 Q4	$1.36M	Buy	16,213 +1,023	+7%	+$85.5K	0.42%	46
2024 Q3	$1.29M	Buy	15,190 +420	+3%	+$33.6K	0.4%	49
2024 Q2	$1.18M	Buy	+14,770	New	+$1.12M	0.39%	51

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Guidance Capital's DGRW Position: Q2 2026 in Review

Guidance Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.61% in Q2 2026, selling an estimated $10.6K and leaving 18,370 shares worth $1.78M. The position accounts for 0.38% of the portfolio, ranked #51.

Guidance Capital first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Guidance Capital held 18,370 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.78M as of Q2 2026.
Guidance Capital sold 112 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $10.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.38% of Guidance Capital's portfolio in Q2 2026, its #51 holding.
Guidance Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
182 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.