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

IRON 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	$389K	Sell	4,071 -655	-14%	-$61.9K	0.16%	83
2026 Q1	$415K	Sell	4,726 -405	-8%	-$36.8K	0.18%	77
2025 Q4	$459K	Sell	5,131 -549	-10%	-$48.9K	0.21%	76
2025 Q3	$505K	Hold	5,680	–	–	0.24%	72
2025 Q2	$476K	Buy	+5,680	New	+$451K	0.25%	69

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

IRON Financial's DGRW Position: Q2 2026 in Review

IRON Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q2 2026, selling an estimated $61.9K and leaving 4,071 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #83.

IRON Financial first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $505K in Q3 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

IRON Financial held 4,071 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $389K as of Q2 2026.
IRON Financial sold 655 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $61.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of IRON Financial's portfolio in Q2 2026, its #83 holding.
IRON Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
IRON Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $505K in Q3 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.