Henderson Brothers Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Henderson Brothers Financial Partners’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	$292K	Sell	3,055 -2,851	-48%	-$269K	0.14%	63
2026 Q1	$519K	Buy	+5,906	New	+$537K	0.13%	62
2025 Q1	$249K	Buy	+2,779	New	+$228K	0.12%	64

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 $103B AUM 28.65% 1-Year Est. Return

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

Henderson Brothers Financial Partners's DGRW Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 48% in Q2 2026, selling an estimated $269K and leaving 3,055 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #63.

Henderson Brothers Financial Partners first reported a position in DGRW in Q1 2025 and has held it in 3 quarters since. The position peaked at $519K in Q1 2026. 786 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Henderson Brothers Financial Partners held 3,055 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $292K as of Q2 2026.
Henderson Brothers Financial Partners sold 2,851 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $269K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #63 holding.
Henderson Brothers Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $519K in Q1 2026.
786 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.