Independent Advisor Alliance’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Independent Advisor Alliance’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	$497K	Sell	5,198 -659,681	-99%	-$62.3M	0.01%	668
2026 Q1	$58.4M	Buy	664,879 +660,044	+13,651%	+$60M	0.63%	32
2025 Q4	$432K	Buy	4,835 +300	+7%	+$26.7K	0.01%	691
2025 Q3	$403K	Buy	4,535 +362	+9%	+$31.4K	0.01%	685
2025 Q2	$349K	Buy	4,173 +1,200	+40%	+$95.2K	0.01%	690
2025 Q1	$237K	Sell	2,973 -862,672	-100%	-$70.7M	0.01%	726
2024 Q4	$70.1M	Buy	+865,645	New	+$72.4M	0.93%	16
2024 Q2	–	Sell	-4,263	Closed	-$325K	–	714
2024 Q1	$325K	Buy	+4,263	New	+$311K	0.01%	552
2022 Q1	–	Sell	-3,928	Closed	-$259K	–	686
2021 Q4	$259K	Buy	+3,928	New	+$247K	0.01%	560
2020 Q1	–	Sell	-54,248	Closed	-$2.63M	–	491
2019 Q4	$2.63M	Buy	+54,248	New	+$2.53M	0.11%	196

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 $103B AUM 28.65% 1-Year Est. Return

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

Independent Advisor Alliance's DGRW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 99% in Q2 2026, selling an estimated $62.3M and leaving 5,198 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #668.

Independent Advisor Alliance first reported a position in DGRW in Q4 2019 and has held it in 10 quarters since. The position peaked at $70.1M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Independent Advisor Alliance held 5,198 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $497K as of Q2 2026.
Independent Advisor Alliance sold 659,681 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $62.3M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #668 holding.
Independent Advisor Alliance first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 10 quarters since.
Independent Advisor Alliance's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $70.1M in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.