HFS
DGRW icon

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

Howard 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
2026
Q2 		$38.1M Buy
398,575
+23,236
+6% +$2.2M 3.81% 7
2026
Q1 		$33M Buy
375,339
+26,162
+7% +$2.38M 3.71% 9
2025
Q4 		$31.2M Buy
349,177
+7,327
+2% +$653K 3.65% 9
2025
Q3 		$30.4M Buy
341,850
+7,471
+2% +$648K 3.72% 9
2025
Q2 		$28M Buy
334,379
+34,604
+12% +$2.75M 3.68% 8
2025
Q1 		$23.9M Buy
299,775
+79,401
+36% +$6.5M 3.26% 10
2024
Q4 		$17.8M Buy
220,374
+71,497
+48% +$5.98M 2.43% 13
2024
Q3 		$12.4M Buy
148,877
+44,159
+42% +$3.54M 1.79% 19
2024
Q2 		$8.17M Buy
104,718
+10,033
+11% +$758K 1.34% 22
2024
Q1 		$7.21M Buy
94,685
+2,068
+2% +$151K 1.24% 22
2023
Q4 		$6.51M Buy
92,617
+22,717
+32% +$1.5M 1.25% 20
2023
Q3 		$4.44M Buy
69,900
+2,271
+3% +$151K 1.02% 22
2023
Q2 		$4.51M Buy
67,629
+262
+0.4% +$16.6K 1.08% 23
2023
Q1 		$4.2M Sell
67,367
-230
-0.3% -$14.1K 1.02% 23
2022
Q4 		$4.08M Buy
67,597
+1,647
+2% +$98.3K 1.07% 22
2022
Q3 		$3.56M Buy
65,950
+11,886
+22% +$703K 1.15% 18
2022
Q2 		$3.1M Buy
54,064
+876
+2% +$53.1K 1.05% 14
2022
Q1 		$3.39M Buy
53,188
+146
+0.3% +$9.21K 1% 15
2021
Q4 		$3.49M Sell
53,042
-977
-2% -$61.4K 1.05% 14
2021
Q3 		$3.18M Buy
54,019
+208
+0.4% +$12.7K 1.19% 14
2021
Q2 		$3.21M Buy
53,811
+580
+1% +$34.3K 1.26% 13
2021
Q1 		$3.04M Buy
53,231
+2,459
+5% +$135K 1.37% 13
2020
Q4 		$2.74M Buy
50,772
+2,974
+6% +$154K 1.44% 14
2020
Q3 		$2.37M Sell
47,798
-84
-0.2% -$4.08K 1.53% 16
2020
Q2 		$2.18M Sell
47,882
-52,309
-52% -$2.26M 1.55% 15
2020
Q1 		$3.9M Buy
100,191
+41,488
+71% +$1.88M 3.45% 7
2019
Q4 		$2.85M Buy
58,703
+16,522
+39% +$771K 1.75% 13
2019
Q3 		$1.9M Buy
42,181
+7,441
+21% +$329K 1.26% 18
2019
Q2 		$1.52M Buy
34,740
+124
+0.4% +$5.37K 1.04% 21
2019
Q1 		$1.49M Buy
34,616
+24,787
+252% +$1.02M 1.06% 20
2018
Q4 		$377K Buy
+9,829
New +$406K 0.29% 58

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Howard Financial Services's DGRW Position: Q2 2026 in Review

Howard Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.2% in Q2 2026, buying an estimated $2.2M and bringing the position to 398,575 shares worth $38.1M. The position accounts for 3.81% of the portfolio, ranked #7.

Howard Financial Services first reported a position in DGRW in Q4 2018 and has held it in 31 quarters since. 303 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Howard Financial Services held 398,575 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $38.1M as of Q2 2026.
  • Howard Financial Services bought 23,236 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.2M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.81% of Howard Financial Services's portfolio in Q2 2026, its #7 holding.
  • Howard Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 31 quarters since.
  • 303 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.