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

Insigneo Advisory Services’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	$381K	Buy	+3,986	New	+$377K	0.01%	555
2026 Q1	–	Sell	-3,186	Closed	-$285K	–	771
2025 Q4	$285K	Buy	+3,186	New	+$284K	0.02%	531

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

Insigneo Advisory Services's DGRW Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 3,986 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in DGRW as recently as Q4 2025.

Insigneo Advisory Services first reported a position in DGRW in Q4 2025 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Insigneo Advisory Services held 3,986 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $381K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Insigneo Advisory Services position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #555 holding.
Insigneo Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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