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Independent Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Independent Financial Group’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 		$1.31M Buy
13,707
+2,362
+21% +$223K 0.02% 590
2026
Q1 		$997K Sell
11,345
-224
-2% -$20.4K 0.02% 627
2025
Q4 		$1.03M Sell
11,569
-3,454
-23% -$308K 0.02% 607
2025
Q3 		$1.34M Sell
15,023
-787
-5% -$68.3K 0.03% 518
2025
Q2 		$1.32M Sell
15,810
-1,121
-7% -$88.9K 0.04% 459
2025
Q1 		$1.35M Sell
16,931
-3,173
-16% -$260K 0.05% 396
2024
Q4 		$1.63M Buy
20,104
+4,213
+27% +$352K 0.05% 343
2024
Q3 		$1.32M Buy
15,891
+819
+5% +$65.6K 0.05% 367
2024
Q2 		$1.18M Sell
15,072
-958
-6% -$72.4K 0.05% 360
2024
Q1 		$1.22M Buy
16,030
+5,027
+46% +$367K 0.06% 330
2023
Q4 		$773K Buy
11,003
+3,602
+49% +$238K 0.04% 431
2023
Q3 		$470K Buy
7,401
+3,651
+97% +$243K 0.03% 509
2023
Q2 		$250K Hold
3,750
– – 0.02% 731
2023
Q1 		$234K Buy
3,750
+150
+4% +$9.22K 0.02% 717
2022
Q4 		$217K Buy
+3,600
New +$215K 0.02% 690
2022
Q3 		– Sell
-3,600
Closed -$206K – 753
2022
Q2 		$206K Hold
3,600
– – 0.02% 632
2022
Q1 		$229K Hold
3,600
– – 0.02% 701
2021
Q4 		$237K Buy
+3,600
New +$226K 0.02% 675

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

Independent Financial Group's DGRW Position: Q2 2026 in Review

Independent Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, buying an estimated $223K and bringing the position to 13,707 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #590.

Independent Financial Group first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Independent Financial Group held 13,707 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.31M as of Q2 2026.
  • Independent Financial Group bought 2,362 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $223K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #590 holding.
  • Independent Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • Independent Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.63M 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.