Herold Advisors
DGRW icon

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

Herold 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 		$2.35M Sell
24,179
-1,475
-6% -$144K 0.46% 56
2026
Q2 		$2.45M Sell
25,654
-3,500
-12% -$331K 0.48% 55
2026
Q1 		$2.56M Sell
29,154
-2,308
-7% -$210K 0.56% 49
2025
Q4 		$2.81M Sell
31,462
-1,230
-4% -$110K 0.63% 44
2025
Q3 		$2.91M Sell
32,692
-2,649
-7% -$230K 0.67% 40
2025
Q2 		$2.96M Sell
35,341
-4,783
-12% -$379K 0.62% 41
2025
Q1 		$3.2M Buy
40,124
+2,770
+7% +$227K 0.7% 33
2024
Q4 		$3.02M Buy
37,354
+2,390
+7% +$200K 0.66% 39
2024
Q3 		$2.91M Buy
34,964
+704
+2% +$56.4K 0.63% 44
2024
Q2 		$2.67M Buy
34,260
+1,101
+3% +$83.2K 0.62% 44
2024
Q1 		$2.53M Sell
33,159
-3,675
-10% -$268K 0.61% 46
2023
Q4 		$2.59M Buy
36,834
+495
+1% +$32.7K 0.72% 41
2023
Q3 		$2.31M Buy
36,339
+1,856
+5% +$123K 0.7% 39
2023
Q2 		$2.3M Buy
34,483
+11,699
+51% +$743K 0.7% 35
2023
Q1 		$1.42M Sell
22,784
-1,420
-6% -$87.3K 0.49% 63
2022
Q4 		$1.46M Buy
24,204
+325
+1% +$19.4K 0.62% 50
2022
Q3 		$1.29M Buy
23,879
+194
+0.8% +$11.5K 0.62% 55
2022
Q2 		$1.36M Buy
23,685
+911
+4% +$55.2K 0.6% 55
2022
Q1 		$1.45M Sell
22,774
-630
-3% -$39.8K 0.52% 62
2021
Q4 		$1.54M Buy
23,404
+1
+0% +$63 0.6% 57
2021
Q3 		$1.38M Buy
+23,403
New +$1.43M 0.54% 59

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Legacy Financial Advisors
Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Herold Advisors's DGRW Position: Q3 2026 in Review

Herold Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.7% in Q3 2026, selling an estimated $144K and leaving 24,179 shares worth $2.35M. The position accounts for 0.46% of the portfolio, ranked #56.

Herold Advisors first reported a position in DGRW in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.2M in Q1 2025. 479 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Herold Advisors held 24,179 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.35M as of Q3 2026.
  • Herold Advisors sold 1,475 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $144K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.46% of Herold Advisors's portfolio in Q3 2026, its #56 holding.
  • Herold Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.2M in Q1 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.