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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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 Wealth Management's DGRW Position: Q1 2026 in Review

Horizon Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.22% in Q1 2026, buying an estimated $1.82K and bringing the position to 9,292 shares worth $816K. The position accounts for 0.12% of the portfolio, ranked #63.

Horizon Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 11 quarters since. The position peaked at $55.9M in Q2 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Horizon Wealth Management held 9,292 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $816K as of Q1 2026.
Horizon Wealth Management bought 20 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.82K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Horizon Wealth Management's portfolio in Q1 2026, its #63 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 11 quarters since.
Horizon Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $55.9M in Q2 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.