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HBK Sorce Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HBK Sorce Advisory’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 		$669K Hold
6,734
– – 0.01% 331
2026
Q1 		$640K Buy
6,734
+245
+4% +$22.3K 0.01% 328
2025
Q4 		$604K Hold
6,489
– – 0.01% 336
2025
Q3 		$575K Hold
6,489
– – 0.01% 328
2025
Q2 		$543K Hold
6,489
– – 0.01% 325
2025
Q1 		$518K Sell
6,489
-404
-6% -$33.1K 0.02% 330
2024
Q4 		$558K Hold
6,893
– – 0.02% 313
2024
Q3 		$574K Hold
6,893
– – 0.02% 306
2024
Q2 		$538K Hold
6,893
– – 0.02% 314
2024
Q1 		$525K Hold
6,893
– – 0.02% 325
2023
Q4 		$484K Hold
6,893
– – 0.02% 321
2023
Q3 		$438K Sell
6,893
-2,228
-24% -$148K 0.02% 339
2023
Q2 		$608K Buy
+9,121
New +$579K 0.03% 286

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

HBK Sorce Advisory's DGRW Position: Q2 2026 in Review

HBK Sorce Advisory held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 6,734 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #331.

HBK Sorce Advisory first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • HBK Sorce Advisory held 6,734 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $669K as of Q2 2026.
  • HBK Sorce Advisory left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #331 holding.
  • HBK Sorce Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.