HWA
DGRW icon

Heartwood Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$319K Hold
3,277
– – 0.03% 178
2026
Q2 		$313K Hold
3,277
– – 0.02% 188
2026
Q1 		$288K Buy
+3,277
New +$298K 0.03% 182

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Heartwood Wealth Advisors's DGRW Position: Q3 2026 in Review

Heartwood Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 3,277 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #178.

Heartwood Wealth Advisors first reported a position in DGRW in Q1 2026 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Heartwood Wealth Advisors held 3,277 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $319K as of Q3 2026.
  • Heartwood Wealth Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #178 holding.
  • Heartwood Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.