HBW Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HBW Advisory Services’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	$3.92M	Sell	41,030 -1,389	-3%	-$131K	0.35%	64
2026 Q1	$3.73M	Buy	42,419 +995	+2%	+$90.5K	0.39%	55
2025 Q4	$3.7M	Sell	41,424 -96	-0.2%	-$8.56K	0.4%	53
2025 Q3	$3.69M	Buy	41,520 +341	+0.8%	+$29.6K	0.42%	55
2025 Q2	$3.45M	Buy	41,179 +659	+2%	+$52.3K	0.43%	48
2025 Q1	$3.24M	Sell	40,520 -7,466	-16%	-$612K	0.46%	51
2024 Q4	$3.88M	Buy	47,986 +1,900	+4%	+$159K	0.4%	37
2024 Q3	$3.83M	Buy	46,086 +507	+1%	+$40.6K	0.56%	40
2024 Q2	$3.56M	Sell	45,579 -1,333	-3%	-$101K	0.59%	40
2024 Q1	$3.3M	Hold	46,912	–	–	0.62%	47
2023 Q4	$3.3M	Sell	46,912 -3,065	-6%	-$202K	0.62%	47
2023 Q3	$3.17M	Sell	49,977 -3	-0%	-$199	0.66%	42
2023 Q2	$3.33M	Sell	49,980 -4,455	-8%	-$283K	0.72%	34
2023 Q1	$3.39M	Buy	54,435 +2,185	+4%	+$134K	0.85%	34
2022 Q4	$3.15M	Sell	52,250 -478	-0.9%	-$28.5K	0.83%	31
2022 Q3	$2.84M	Sell	52,728 -6,772	-11%	-$400K	0.79%	42
2022 Q2	$3.41M	Buy	59,500 +56,014	+1,607%	+$3.4M	0.88%	39
2022 Q1	$222K	Sell	3,486 -52,932	-94%	-$3.34M	0.08%	199
2021 Q4	$3.72M	Sell	56,418 -296	-0.5%	-$18.6K	0.86%	36
2021 Q3	$3.34M	Sell	56,714 -3,872	-6%	-$237K	0.86%	39
2021 Q2	$3.63M	Sell	60,586 -5,410	-8%	-$320K	0.95%	34
2021 Q1	$3.77M	Sell	65,996 -8,993	-12%	-$493K	1%	33
2020 Q4	$4.05M	Sell	74,989 -2,043	-3%	-$106K	1.23%	23
2020 Q3	$3.82M	Sell	77,032 -6,043	-7%	-$293K	1.57%	12
2020 Q2	$3.78M	Buy	83,075 +1,779	+2%	+$77K	1.76%	10
2020 Q1	$3.16M	Sell	81,296 -10,618	-12%	-$482K	2.29%	9
2019 Q4	$4.46M	Sell	91,914 -20,226	-18%	-$944K	2.6%	5
2019 Q3	$5.06M	Buy	+112,140	New	+$4.96M	4.84%	2

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HBW Advisory Services's DGRW Position: Q2 2026 in Review

HBW Advisory Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.3% in Q2 2026, selling an estimated $131K and leaving 41,030 shares worth $3.92M. The position accounts for 0.35% of the portfolio, ranked #64.

HBW Advisory Services first reported a position in DGRW in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.06M in Q3 2019. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

HBW Advisory Services held 41,030 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.92M as of Q2 2026.
HBW Advisory Services sold 1,389 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $131K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of HBW Advisory Services's portfolio in Q2 2026, its #64 holding.
HBW Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.06M in Q3 2019.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.