Hubbell Strickland Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hubbell Strickland Wealth 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
2025 Q4	–	Sell	-2,823	Closed	-$251K	–	82
2025 Q3	$251K	Buy	2,823 +11	+0.4%	+$954	0.1%	69
2025 Q2	$235K	Buy	2,812 +36	+1%	+$2.86K	0.1%	71
2025 Q1	$222K	Buy	2,776 +160	+6%	+$13.1K	0.1%	69
2024 Q4	$212K	Buy	2,616 +11	+0.4%	+$920	0.1%	71
2024 Q3	$217K	Buy	2,605 +10	+0.4%	+$801	0.1%	71
2024 Q2	$203K	Buy	+2,595	New	+$196K	0.1%	76

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hubbell Strickland Wealth Management's DGRW Position: Q4 2025 in Review

Hubbell Strickland Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 2,823 shares — an estimated $251K sold.

Hubbell Strickland Wealth Management first reported a position in DGRW in Q2 2024 and held it in 6 quarters. The position peaked at $251K in Q3 2025. 768 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Hubbell Strickland Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Hubbell Strickland Wealth Management sold 2,823 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $251K.
Hubbell Strickland Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 6 quarters.
Hubbell Strickland Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $251K in Q3 2025.
768 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Hubbell Strickland Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.