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

Intrua Financial’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	$47.5M	Sell	497,158 -729	-0.1%	-$68.9K	4.36%	3
2026 Q1	$43.7M	Buy	497,887 +14,589	+3%	+$1.33M	4.51%	2
2025 Q4	$43.2M	Buy	483,298 +13,744	+3%	+$1.23M	4.56%	2
2025 Q3	$41.8M	Buy	469,554 +75,251	+19%	+$6.53M	4.54%	3
2025 Q2	$33M	Buy	394,303 +128,876	+49%	+$10.2M	4.43%	4
2025 Q1	$21.2M	Buy	265,427 +131,806	+99%	+$10.8M	3.08%	6
2024 Q4	$10.8M	Buy	133,621 +10,031	+8%	+$839K	1.66%	10
2024 Q3	$10.3M	Sell	123,590 -2,144	-2%	-$172K	1.53%	10
2024 Q2	$9.81M	Buy	125,734 +59,925	+91%	+$4.53M	1.46%	10
2024 Q1	$5.01M	Sell	65,809 -1,003	-2%	-$73.2K	0.72%	24
2023 Q4	$4.7M	Buy	+66,812	New	+$4.41M	0.69%	32

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

Intrua Financial's DGRW Position: Q2 2026 in Review

Intrua Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.15% in Q2 2026, selling an estimated $68.9K and leaving 497,158 shares worth $47.5M. The position accounts for 4.36% of the portfolio, ranked #3.

Intrua Financial first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Intrua Financial held 497,158 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $47.5M as of Q2 2026.
Intrua Financial sold 729 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $68.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 4.36% of Intrua Financial's portfolio in Q2 2026, its #3 holding.
Intrua Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.