Horizon Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Horizon Wealth Management’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	$891K	Buy	9,313 +21	+0.2%	+$1.98K	0.11%	67
2026 Q1	$816K	Buy	9,292 +20	+0.2%	+$1.82K	0.12%	63
2025 Q4	$829K	Sell	9,272 -19,356	-68%	-$1.73M	0.13%	55
2025 Q3	$2.55M	Sell	28,628 -639,117	-96%	-$55.4M	0.37%	34
2025 Q2	$55.9M	Buy	667,745 +1,133	+0.2%	+$89.9K	9.82%	3
2025 Q1	$53.2M	Buy	666,612 +5,565	+0.8%	+$456K	8.97%	3
2024 Q4	$53.5M	Buy	661,047 +142,470	+27%	+$11.9M	9.31%	4
2024 Q3	$43.2M	Buy	518,577 +253,860	+96%	+$20.3M	8.61%	3
2024 Q2	$20.7M	Buy	+264,717	New	+$20M	4.92%	6
2022 Q3	–	Sell	-118,885	Closed	-$6.81M	–	83
2022 Q2	$6.81M	Sell	118,885 -3,996	-3%	-$242K	2.82%	12
2022 Q1	$7.82M	Sell	122,881 -3,417	-3%	-$216K	2.43%	14
2021 Q4	$8.32M	Buy	+126,298	New	+$7.93M	2.42%	13

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

Horizon Wealth Management's DGRW Position: Q2 2026 in Review

Horizon Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.23% in Q2 2026, buying an estimated $1.98K and bringing the position to 9,313 shares worth $891K. The position accounts for 0.11% of the portfolio, ranked #67.

Horizon Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 12 quarters since. The position peaked at $55.9M in Q2 2025. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Horizon Wealth Management held 9,313 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $891K as of Q2 2026.
Horizon Wealth Management bought 21 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.98K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Horizon Wealth Management's portfolio in Q2 2026, its #67 holding.
Horizon Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
Horizon Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $55.9M in Q2 2025.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.