Howard Financial Services
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
Q3 		$37.9M Buy
389,329
+6,763
+2% +$662K 3.97% 5
2026
Q2 		$36.6M Buy
382,566
+7,227
+2% +$683K 3.95% 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 		$2.84M 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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Howard Financial Services's DGRW Position: Q3 2026 in Review

Howard Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.8% in Q3 2026, buying an estimated $662K and bringing the position to 389,329 shares worth $37.9M. The position accounts for 3.97% of the portfolio, ranked #5.

Howard Financial Services first reported a position in DGRW in Q4 2018 and has held it in 32 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Howard Financial Services held 389,329 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $37.9M as of Q3 2026.
  • Howard Financial Services bought 6,763 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $662K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.97% of Howard Financial Services's portfolio in Q3 2026, its #5 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 32 quarters since.
  • 352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.