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

IFG 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	$13.6M	Buy	+141,917	New	+$13.4M	0.48%	44
2026 Q1	–	Sell	-134,239	Closed	-$12M	–	450
2025 Q4	$12M	Buy	134,239 +3,241	+2%	+$289K	0.52%	40
2025 Q3	$11.7M	Buy	130,998 +12,015	+10%	+$1.04M	0.53%	42
2025 Q2	$9.96M	Buy	118,983 +9,716	+9%	+$771K	0.5%	46
2025 Q1	$8.73M	Sell	109,267 -2,996	-3%	-$245K	0.48%	48
2024 Q4	$9.09M	Buy	112,263 +5,138	+5%	+$430K	0.51%	45
2024 Q3	$8.91M	Sell	107,125 -3,029	-3%	-$243K	0.57%	39
2024 Q2	$8.6M	Sell	110,154 -7,672	-7%	-$580K	0.55%	36
2024 Q1	$8.98M	Sell	117,826 -447	-0.4%	-$32.6K	0.67%	27
2023 Q4	$8.31M	Sell	118,273 -714	-0.6%	-$47.2K	0.61%	28
2023 Q3	$7.55M	Buy	118,987 +107	+0.1%	+$7.11K	0.64%	27
2023 Q2	$7.92M	Buy	+118,880	New	+$7.55M	0.7%	28

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

IFG Advisory's DGRW Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 141,917 shares worth $13.6M. The stake represents 0.48% of the portfolio and ranks #44 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DGRW as recently as Q4 2025.

IFG Advisory first reported a position in DGRW in Q2 2023 and has held it in 12 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

IFG Advisory held 141,917 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.6M as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new IFG Advisory position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.48% of IFG Advisory's portfolio in Q2 2026, its #44 holding.
IFG Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.