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

Hobbs Group 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	$5.71M	Sell	59,710 -80	-0.1%	-$7.56K	1.5%	12
2026 Q1	$5.25M	Sell	59,790 -979	-2%	-$89K	1.57%	11
2025 Q4	$5.43M	Sell	60,769 -6,037	-9%	-$538K	1.64%	11
2025 Q3	$5.94M	Sell	66,806 -5,655	-8%	-$490K	1.85%	12
2025 Q2	$6.07M	Sell	72,461 -4,865	-6%	-$386K	2.07%	11
2025 Q1	$6.18M	Sell	77,326 -13,519	-15%	-$1.11M	2.35%	10
2024 Q4	$7.35M	Sell	90,845 -56,959	-39%	-$4.76M	2.76%	9
2024 Q3	$12.3M	Buy	147,804 +8,684	+6%	+$696K	4.41%	5
2024 Q2	$10.9M	Buy	+139,120	New	+$10.5M	4.13%	5
2023 Q4	$14M	Buy	+198,878	New	+$13.1M	6.23%	3

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

Hobbs Group Advisors's DGRW Position: Q2 2026 in Review

Hobbs Group Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.13% in Q2 2026, selling an estimated $7.56K and leaving 59,710 shares worth $5.71M. The position accounts for 1.5% of the portfolio, ranked #12.

Hobbs Group Advisors first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $14M in Q4 2023. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Hobbs Group Advisors held 59,710 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.71M as of Q2 2026.
Hobbs Group Advisors sold 80 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.56K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.5% of Hobbs Group Advisors's portfolio in Q2 2026, its #12 holding.
Hobbs Group Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14M in Q4 2023.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.