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 Q3	$2.88M	Sell	29,576 -1,685	-5%	-$165K	0.73%	32
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hoxton Planning & Management's DGRW Position: Q3 2026 in Review

Hoxton Planning & Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q3 2026, selling an estimated $165K and leaving 29,576 shares worth $2.88M. The position accounts for 0.73% of the portfolio, ranked #32.

Hoxton Planning & Management first reported a position in DGRW in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.46M in Q1 2026. 545 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Hoxton Planning & Management held 29,576 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.88M as of Q3 2026.
Hoxton Planning & Management sold 1,685 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $165K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.73% of Hoxton Planning & Management's portfolio in Q3 2026, its #32 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 9 quarters since.
Hoxton Planning & Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.46M in Q1 2026.
545 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.