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HB Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HB 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 		$26.8M Buy
280,702
+16,936
+6% +$1.6M 0.15% 85
2026
Q1 		$23.2M Sell
263,766
-5,587
-2% -$508K 0.15% 80
2025
Q4 		$24.1M Sell
269,353
-7,631
-3% -$680K 0.16% 77
2025
Q3 		$24.6M Sell
276,984
-390
-0.1% -$33.8K 0.17% 74
2025
Q2 		$23.2M Buy
277,374
+37,224
+16% +$2.95M 0.18% 71
2025
Q1 		$19.2M Sell
240,150
-9,150
-4% -$750K 0.16% 79
2024
Q4 		$20.2M Sell
249,300
-6,951
-3% -$581K 0.21% 51
2024
Q3 		$21.3M Sell
256,251
-4,843
-2% -$388K 0.23% 47
2024
Q2 		$20.4M Sell
261,094
-5,634
-2% -$426K 0.24% 49
2024
Q1 		$20.3M Sell
266,728
-8,766
-3% -$640K 0.26% 43
2023
Q4 		$19.4M Sell
275,494
-2,592
-0.9% -$171K 0.28% 41
2023
Q3 		$17.7M Sell
278,086
-6,109
-2% -$406K 0.29% 40
2023
Q2 		$18.9M Sell
284,195
-9,145
-3% -$581K 0.3% 36
2023
Q1 		$18.3M Sell
293,340
-10,203
-3% -$627K 0.32% 33
2022
Q4 		$18.3M Sell
303,543
-868
-0.3% -$51.8K 0.33% 35
2022
Q3 		$16.4M Buy
304,411
+84,176
+38% +$4.98M 0.35% 30
2022
Q2 		$12.6M Buy
220,235
+11,460
+5% +$695K 0.26% 38
2022
Q1 		$13.3M Sell
208,775
-130
-0.1% -$8.2K 0.25% 38
2021
Q4 		$13.8M Buy
+208,905
New +$13.1M 0.28% 29

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

HB Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.4% in Q2 2026, buying an estimated $1.6M and bringing the position to 280,702 shares worth $26.8M. The position accounts for 0.15% of the portfolio, ranked #85.

HB Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • HB Wealth Management held 280,702 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $26.8M as of Q2 2026.
  • HB Wealth Management bought 16,936 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.6M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of HB Wealth Management's portfolio in Q2 2026, its #85 holding.
  • HB Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.