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

IHT 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
2026
Q2 		$6.93M Sell
72,431
-1,114
-2% -$105K 0.15% 140
2026
Q1 		$6.46M Sell
73,545
-30,159
-29% -$2.74M 0.15% 138
2025
Q4 		$9.27M Sell
103,704
-1,813
-2% -$162K 0.23% 92
2025
Q3 		$9.39M Sell
105,517
-97
-0.1% -$8.41K 0.24% 94
2025
Q2 		$8.84M Buy
105,614
+3,684
+4% +$292K 0.24% 90
2025
Q1 		$8.14M Sell
101,930
-125
-0.1% -$10.2K 0.25% 82
2024
Q4 		$8.26M Buy
102,055
+3,574
+4% +$299K 0.27% 76
2024
Q3 		$8.19M Buy
98,481
+1,679
+2% +$134K 0.23% 85
2024
Q2 		$7.56M Buy
96,802
+2,833
+3% +$214K 0.28% 68
2024
Q1 		$7.16M Buy
93,969
+2,561
+3% +$187K 0.29% 69
2023
Q4 		$6.42M Sell
91,408
-3,126
-3% -$206K 0.29% 78
2023
Q3 		$6M Sell
94,534
-59
-0.1% -$3.92K 0.3% 66
2023
Q2 		$6.31M Sell
94,593
-5,266
-5% -$334K 0.33% 60
2023
Q1 		$6.23M Buy
99,859
+84
+0.1% +$5.16K 0.36% 58
2022
Q4 		$6.02M Buy
99,775
+31,871
+47% +$1.9M 0.38% 56
2022
Q3 		$3.66M Buy
67,904
+8,589
+14% +$508K 0.28% 77
2022
Q2 		$3.4M Sell
59,315
-14,896
-20% -$903K 0.3% 68
2022
Q1 		$4.72M Sell
74,211
-30,326
-29% -$1.91M 0.36% 54
2021
Q4 		$6.88M Sell
104,537
-5,252
-5% -$330K 0.51% 33
2021
Q3 		$6.46M Buy
109,789
+8,520
+8% +$522K 0.53% 35
2021
Q2 		$6.04M Sell
101,269
-28,748
-22% -$1.7M 0.38% 48
2021
Q1 		$7.44M Sell
130,017
-929
-0.7% -$51K 0.53% 31
2020
Q4 		$7.07M Buy
130,946
+38,157
+41% +$1.98M 0.59% 27
2020
Q3 		$4.6M Buy
92,789
+48,471
+109% +$2.35M 0.46% 37
2020
Q2 		$2.02M Buy
44,318
+23,971
+118% +$1.04M 0.28% 82
2020
Q1 		$792K Buy
20,347
+2,126
+12% +$96.6K 0.11% 193
2019
Q4 		$883K Sell
18,221
-455
-2% -$21.2K 0.1% 224
2019
Q3 		$842K Sell
18,676
-2,656
-12% -$118K 0.11% 213
2019
Q2 		$931K Buy
21,332
+1,968
+10% +$85.2K 0.14% 169
2019
Q1 		$834K Sell
19,364
-1,642
-8% -$67.7K 0.14% 182
2018
Q4 		$805K Sell
21,006
-5,165
-20% -$213K 0.16% 161
2018
Q3 		$1.16M Buy
26,171
+794
+3% +$34.3K 0.25% 110
2018
Q2 		$1.04M Buy
25,377
+2,363
+10% +$97K 0.27% 105
2018
Q1 		$907K Buy
23,014
+1,902
+9% +$79.9K 0.24% 103
2017
Q4 		$896K Buy
21,112
+19,772
+1,476% +$789K 0.24% 111
2017
Q3 		$52K Buy
1,340
+240
+22% +$8.95K 0.02% 510
2017
Q2 		$11K Buy
+1,100
New +$39.8K 0.01% 941

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IHT Wealth Management's DGRW Position: Q2 2026 in Review

IHT Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q2 2026, selling an estimated $105K and leaving 72,431 shares worth $6.93M. The position accounts for 0.15% of the portfolio, ranked #140.

IHT Wealth Management first reported a position in DGRW in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.39M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • IHT Wealth Management held 72,431 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.93M as of Q2 2026.
  • IHT Wealth Management sold 1,114 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $105K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of IHT Wealth Management's portfolio in Q2 2026, its #140 holding.
  • IHT Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and has held it in 37 quarters since.
  • IHT Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9.39M in Q3 2025.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.