Icon Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Icon Wealth Advisors’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 Q3	–	Sell	-1,770	Closed	-$148K	–	526
2025 Q2	$148K	Buy	1,770 +74	+4%	+$5.87K	0.01%	423
2025 Q1	$135K	Sell	1,696 -48	-3%	-$3.93K	0.01%	423
2024 Q4	$141K	Buy	1,744 +25	+1%	+$2.09K	0.01%	439
2024 Q3	$143K	Buy	+1,719	New	+$138K	0.01%	415
2024 Q2	–	Sell	-2,135	Closed	-$163K	–	453
2024 Q1	$163K	Buy	+2,135	New	+$156K	0.02%	376

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Icon Wealth Advisors's DGRW Position: Q3 2025 in Review

Icon Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 1,770 shares — an estimated $148K sold.

Icon Wealth Advisors first reported a position in DGRW in Q1 2024 and held it in 5 quarters. The position peaked at $163K in Q1 2024. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Icon Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,770 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $148K.
Icon Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 5 quarters.
Icon Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $163K in Q1 2024.
725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.