Highline Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Highline Wealth 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	$39.5K	Hold	413	–	–	0.01%	270
2026 Q1	$36.3K	Hold	413	–	–	0.01%	207
2025 Q4	$36.9K	Hold	413	–	–	0.01%	163
2025 Q3	$36.7K	Hold	413	–	–	0.01%	182
2025 Q2	$34.6K	Hold	413	–	–	0.01%	166
2025 Q1	$33K	Hold	413	–	–	0.01%	159
2024 Q4	$33.4K	Hold	413	–	–	0.01%	151
2024 Q3	$34.4K	Hold	413	–	–	0.01%	150
2024 Q2	$32.2K	Buy	+413	New	+$31.2K	0.01%	149

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

Highline Wealth Partners's DGRW Position: Q2 2026 in Review

Highline Wealth Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 413 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #270.

Highline Wealth Partners first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Highline Wealth Partners held 413 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $39.5K as of Q2 2026.
Highline Wealth Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #270 holding.
Highline Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.