HCA
DGRW icon

Heck Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Heck Capital 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
Q2 		$18.3M Buy
191,164
+5,106
+3% +$482K 1.09% 23
2026
Q1 		$16.3M Sell
186,058
-236
-0.1% -$21.5K 1.21% 17
2025
Q4 		$16.7M Sell
186,294
-12,135
-6% -$1.08M 1.24% 18
2025
Q3 		$17.7M Sell
198,429
-14,141
-7% -$1.23M 1.37% 16
2025
Q2 		$17.8M Buy
212,570
+2,888
+1% +$229K 1.53% 15
2025
Q1 		$16.7M Sell
209,682
-4,587
-2% -$376K 1.88% 14
2024
Q4 		$17.3M Sell
214,269
-7,602
-3% -$636K 1.99% 12
2024
Q3 		$18.5M Buy
221,871
+19,068
+9% +$1.53M 2.13% 13
2024
Q2 		$15.8M Buy
202,803
+200,464
+8,571% +$15.1M 1.97% 10
2024
Q1 		$178K Sell
2,339
-3,961
-63% -$289K 0.03% 141
2023
Q4 		$443K Buy
6,300
+23
+0.4% +$1.52K 0.07% 100
2023
Q3 		$399K Buy
6,277
+2,319
+59% +$154K 0.07% 100
2023
Q2 		$264K Buy
+3,958
New +$251K 0.05% 111

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Heck Capital Advisors's DGRW Position: Q2 2026 in Review

Heck Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.7% in Q2 2026, buying an estimated $482K and bringing the position to 191,164 shares worth $18.3M. The position accounts for 1.09% of the portfolio, ranked #23.

Heck Capital Advisors first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.5M in Q3 2024. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Heck Capital Advisors held 191,164 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $18.3M as of Q2 2026.
  • Heck Capital Advisors bought 5,106 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $482K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.09% of Heck Capital Advisors's portfolio in Q2 2026, its #23 holding.
  • Heck Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • Heck Capital Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18.5M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.