Howard Bailey Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Howard Bailey Securities’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	$885K	Sell	9,259 -3,556	-28%	-$336K	0.33%	42
2026 Q1	$1.13M	Sell	12,815 -38	-0.3%	-$3.46K	0.46%	38
2025 Q4	$1.15M	Sell	12,853 -157,057	-92%	-$14M	0.45%	40
2025 Q3	$15.1M	Sell	169,910 -5,042	-3%	-$437K	4.3%	4
2025 Q2	$14.7M	Buy	174,952 +5,510	+3%	+$437K	4.52%	4
2025 Q1	$13.5M	Buy	169,442 +53,702	+46%	+$4.4M	4.51%	4
2024 Q4	$9.37M	Buy	115,740 +3,860	+3%	+$323K	3.48%	4
2024 Q3	$9.31M	Buy	+111,880	New	+$8.96M	3.53%	6

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

Howard Bailey Securities's DGRW Position: Q2 2026 in Review

Howard Bailey Securities reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 28% in Q2 2026, selling an estimated $336K and leaving 9,259 shares worth $885K. The position accounts for 0.33% of the portfolio, ranked #42.

Howard Bailey Securities first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Howard Bailey Securities held 9,259 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $885K as of Q2 2026.
Howard Bailey Securities sold 3,556 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $336K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.33% of Howard Bailey Securities's portfolio in Q2 2026, its #42 holding.
Howard Bailey Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $15.1M in Q3 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.