IAM Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

IAM Advisory’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	$63.9M	Buy	668,549 +4,804	+0.7%	+$454K	12.46%	2
2026 Q1	$58.3M	Buy	663,745 +1,917	+0.3%	+$174K	13.06%	2
2025 Q4	$59.2M	Sell	661,828 -139,541	-17%	-$12.4M	13.15%	2
2025 Q3	$71.3M	Buy	801,369 +5,921	+0.7%	+$514K	16.03%	1
2025 Q2	$66.6M	Buy	795,448 +12,806	+2%	+$1.02M	15.99%	1
2025 Q1	$62.5M	Sell	782,642 -5,044	-0.6%	-$413K	16.23%	2
2024 Q4	$63.7M	Buy	787,686 +7,013	+0.9%	+$586K	16.16%	2
2024 Q3	$65M	Buy	780,673 +8,314	+1%	+$666K	16.42%	2
2024 Q2	$60.3M	Buy	772,359 +497,566	+181%	+$37.6M	16.34%	1
2024 Q1	$20.9M	Sell	274,793 -2,196	-0.8%	-$160K	5.74%	5
2023 Q4	$19.5M	Buy	276,989 +2,092	+0.8%	+$138K	6.11%	3
2023 Q3	$17.5M	Buy	+274,897	New	+$18.3M	6.1%	4

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IAM Advisory's DGRW Position: Q2 2026 in Review

IAM Advisory increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.72% in Q2 2026, buying an estimated $454K and bringing the position to 668,549 shares worth $63.9M. The position accounts for 12.46% of the portfolio, ranked #2.

IAM Advisory first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $71.3M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

IAM Advisory held 668,549 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $63.9M as of Q2 2026.
IAM Advisory bought 4,804 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $454K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 12.46% of IAM Advisory's portfolio in Q2 2026, its #2 holding.
IAM Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
IAM Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $71.3M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.