Horizon Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Horizon Financial Services’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
2025 Q4	–	Sell	-26	Closed	-$2.31K	–	367
2025 Q3	$2.31K	Hold	26	–	–	﹤0.01%	313
2025 Q2	$2.17K	Hold	26	–	–	﹤0.01%	222
2025 Q1	$2.06K	Hold	26	–	–	﹤0.01%	165
2024 Q4	$2.08K	Hold	26	–	–	﹤0.01%	169
2024 Q3	$2.13K	Hold	26	–	–	﹤0.01%	175
2024 Q2	$2K	Buy	+26	New	+$1.97K	﹤0.01%	175

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Horizon Financial Services's DGRW Position: Q4 2025 in Review

Horizon Financial Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 26 shares — an estimated $2.31K sold.

Horizon Financial Services first reported a position in DGRW in Q2 2024 and held it in 6 quarters. The position peaked at $2.31K in Q3 2025. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Horizon Financial Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Horizon Financial Services sold 26 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $2.31K.
Horizon Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 6 quarters.
Horizon Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.31K in Q3 2025.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Horizon Financial Services's 13F filing for Q4 2025, filed 12 Jan 2026.