IAG Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

IAG Wealth Partners’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	$12.9M	Buy	132,584 +3,686	+3%	+$361K	1.21%	30
2026 Q2	$12.3M	Buy	128,898 +1,255	+1%	+$119K	1.22%	27
2026 Q1	$11.2M	Buy	127,643 +3,183	+3%	+$289K	1.25%	25
2025 Q4	$11.1M	Buy	124,460 +9,851	+9%	+$878K	1.29%	26
2025 Q3	$10.2M	Buy	114,609 +5,144	+5%	+$446K	1.22%	25
2025 Q2	$9.17M	Buy	109,465 +3,768	+4%	+$299K	1.21%	26
2025 Q1	$8.44M	Buy	105,697 +8,890	+9%	+$728K	1.31%	23
2024 Q4	$7.83M	Buy	96,807 +10,432	+12%	+$872K	1.38%	21
2024 Q3	$7.19M	Buy	86,375 +7,496	+10%	+$600K	1.33%	21
2024 Q2	$6.16M	Buy	78,879 +7,670	+11%	+$580K	1.24%	23
2024 Q1	$5.43M	Buy	71,209 +5,371	+8%	+$392K	1.17%	22
2023 Q4	$4.63M	Buy	65,838 +6,320	+11%	+$417K	1.06%	24
2023 Q3	$3.78M	Sell	59,518 -1,138	-2%	-$75.6K	1.05%	22
2023 Q2	$4.04M	Buy	60,656 +3,023	+5%	+$192K	1.07%	22
2023 Q1	$3.59M	Buy	57,633 +57,157	+12,008%	+$3.51M	1%	22
2022 Q4	$28.7K	Hold	476	–	–	0.01%	180
2022 Q3	$26K	Hold	476	–	–	0.01%	176
2022 Q2	$27K	Hold	476	–	–	0.01%	174
2022 Q1	$30K	Buy	+476	New	+$30K	0.01%	178

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

IAG Wealth Partners's DGRW Position: Q3 2026 in Review

IAG Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.9% in Q3 2026, buying an estimated $361K and bringing the position to 132,584 shares worth $12.9M. The position accounts for 1.21% of the portfolio, ranked #30.

IAG Wealth Partners first reported a position in DGRW in Q1 2022 and has held it in 19 quarters since. 703 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

IAG Wealth Partners held 132,584 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $12.9M as of Q3 2026.
IAG Wealth Partners bought 3,686 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $361K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.21% of IAG Wealth Partners's portfolio in Q3 2026, its #30 holding.
IAG Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 19 quarters since.
703 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.