Impact Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Impact Capital 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 Q2	$2.06M	Buy	21,582 +17,988	+501%	+$1.7M	0.56%	43
2026 Q1	$316K	Sell	3,594 -6,103	-63%	-$555K	0.1%	212
2025 Q4	$867K	Buy	9,697 +5,570	+135%	+$497K	0.26%	83
2025 Q3	$367K	Buy	+4,127	New	+$358K	0.11%	179
2025 Q1	–	Sell	-21,629	Closed	-$1.75M	–	263
2024 Q4	$1.75M	Buy	+21,629	New	+$1.81M	0.62%	41

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Impact Capital Partners's DGRW Position: Q2 2026 in Review

Impact Capital Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 501% in Q2 2026, buying an estimated $1.7M and bringing the position to 21,582 shares worth $2.06M. The position accounts for 0.56% of the portfolio, ranked #43.

Impact Capital Partners first reported a position in DGRW in Q4 2024 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Impact Capital Partners held 21,582 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.06M as of Q2 2026.
Impact Capital Partners bought 17,988 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.7M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.56% of Impact Capital Partners's portfolio in Q2 2026, its #43 holding.
Impact Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.