GW Henssler & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$659K Sell
6,896
-14
-0.2% -$1.32K 0.03% 127
2026
Q1
$607K Sell
6,910
-25
-0.4% -$2.27K 0.03% 131
2025
Q4
$620K Buy
6,935
+57
+0.8% +$5.08K 0.03% 124
2025
Q3
$612K Sell
6,878
-26
-0.4% -$2.25K 0.03% 123
2025
Q2
$578K Sell
6,904
-91
-1% -$7.22K 0.03% 122
2025
Q1
$559K Sell
6,995
-286
-4% -$23.4K 0.03% 115
2024
Q4
$606K Hold
7,281
0.03% 110
2024
Q3
$606K Sell
7,281
-459
-6% -$36.8K 0.03% 111
2024
Q2
$604K Sell
7,740
-646
-8% -$48.8K 0.04% 100
2024
Q1
$639K Sell
8,386
-72
-0.9% -$5.25K 0.04% 101
2023
Q4
$594K Sell
8,458
-2
-0% -$132 0.04% 100
2023
Q3
$537K Sell
8,460
-845
-9% -$56.1K 0.04% 98
2023
Q2
$620K Sell
9,305
-309
-3% -$19.6K 0.04% 96
2023
Q1
$599K Sell
9,614
-300
-3% -$18.4K 0.04% 102
2022
Q4
$598K Sell
9,914
-306
-3% -$18.3K 0.04% 98
2022
Q3
$551K Sell
10,220
-676
-6% -$40K 0.04% 95
2022
Q2
$624K Buy
10,896
+166
+2% +$10.1K 0.05% 95
2022
Q1
$683K Sell
10,730
-390
-4% -$24.6K 0.04% 98
2021
Q4
$732K Buy
11,120
+155
+1% +$9.73K 0.05% 103
2021
Q3
$645K Sell
10,965
-50
-0.5% -$3.06K 0.04% 92
2021
Q2
$657K Buy
11,015
+196
+2% +$11.6K 0.04% 104
2021
Q1
$619K Sell
10,819
-487
-4% -$26.7K 0.04% 108
2020
Q4
$610K Sell
11,306
-94
-0.8% -$4.87K 0.05% 102
2020
Q3
$565K Sell
11,400
-1,201
-10% -$58.3K 0.05% 97
2020
Q2
$573K Sell
12,601
-4,070
-24% -$176K 0.05% 93
2020
Q1
$649K Buy
16,671
+1,327
+9% +$60.3K 0.07% 86
2019
Q4
$744K Sell
15,344
-92
-0.6% -$4.29K 0.06% 96
2019
Q3
$696K Buy
15,436
+4,082
+36% +$181K 0.06% 92
2019
Q2
$496K Buy
11,354
+1,554
+16% +$67.3K 0.04% 121
2019
Q1
$422K Buy
9,800
+297
+3% +$12.3K 0.04% 147
2018
Q4
$364K Sell
9,503
-766
-7% -$31.7K 0.04% 100
2018
Q3
$455K Buy
10,269
+1,833
+22% +$79.2K 0.04% 106
2018
Q2
$346K Buy
8,436
+643
+8% +$26.4K 0.03% 107
2018
Q1
$315K Sell
7,793
-561
-7% -$23.6K 0.03% 109
2017
Q4
$346K Sell
8,354
-110
-1% -$4.39K 0.03% 110
2017
Q3
$323K Buy
8,464
+1,197
+16% +$44.6K 0.03% 112
2017
Q2
$267K Buy
7,267
+639
+10% +$23.1K 0.03% 121
2017
Q1
$235K Buy
+6,628
New +$230K 0.03% 131

Other funds holding DGRW

GW Henssler & Associates's DGRW Position: Q2 2026 in Review

GW Henssler & Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q2 2026, selling an estimated $1.32K and leaving 6,896 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #127.

GW Henssler & Associates first reported a position in DGRW in Q1 2017 and has held it in 38 quarters since. The position peaked at $744K in Q4 2019. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • GW Henssler & Associates held 6,896 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $659K as of Q2 2026.
  • GW Henssler & Associates sold 14 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.32K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of GW Henssler & Associates's portfolio in Q2 2026, its #127 holding.
  • GW Henssler & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and has held it in 38 quarters since.
  • GW Henssler & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $744K in Q4 2019.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.