Hoxton Planning & Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hoxton Planning & 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	$2.99M	Sell	31,261 -8,112	-21%	-$766K	0.78%	27
2026 Q1	$3.46M	Buy	39,373 +2,153	+6%	+$196K	1.04%	24
2025 Q4	$3.33M	Buy	37,220 +12,494	+51%	+$1.11M	1%	24
2025 Q3	$2.2M	Buy	24,726 +3,553	+17%	+$308K	0.71%	32
2025 Q2	$1.77M	Buy	21,173 +1,944	+10%	+$154K	0.61%	36
2025 Q1	$1.54M	Buy	19,229 +4,108	+27%	+$337K	0.59%	36
2024 Q4	$1.22M	Buy	15,121 +10,396	+220%	+$869K	0.47%	41
2024 Q3	$393K	Buy	+4,725	New	+$378K	0.15%	123

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Hoxton Planning & Management's DGRW Position: Q2 2026 in Review

Hoxton Planning & Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, selling an estimated $766K and leaving 31,261 shares worth $2.99M. The position accounts for 0.78% of the portfolio, ranked #27.

Hoxton Planning & Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q1 2026. 158 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Hoxton Planning & Management held 31,261 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.99M as of Q2 2026.
Hoxton Planning & Management sold 8,112 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $766K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.78% of Hoxton Planning & Management's portfolio in Q2 2026, its #27 holding.
Hoxton Planning & Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Hoxton Planning & Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.46M in Q1 2026.
158 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.