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Holistic Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Holistic Planning’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 		$1.09M Buy
11,399
+1,137
+11% +$107K 0.17% 122
2026
Q1 		$901K Buy
10,262
+580
+6% +$52.7K 0.18% 110
2025
Q4 		$866K Buy
9,682
+2,613
+37% +$233K 0.18% 105
2025
Q3 		$629K Buy
7,069
+335
+5% +$29.1K 0.17% 104
2025
Q2 		$564K Buy
6,734
+3,859
+134% +$306K 0.16% 111
2025
Q1 		$230K Buy
+2,875
New +$236K 0.08% 174

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Holistic Planning's DGRW Position: Q2 2026 in Review

Holistic Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 11,399 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #122.

Holistic Planning first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Holistic Planning held 11,399 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.09M as of Q2 2026.
  • Holistic Planning bought 1,137 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $107K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #122 holding.
  • Holistic Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.