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J.W. Cole Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

J.W. Cole Advisors’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 		$5.52M Sell
57,771
-2,431
-4% -$230K 0.09% 220
2026
Q1 		$5.29M Sell
60,202
-371
-0.6% -$33.7K 0.18% 111
2025
Q4 		$5.4M Buy
60,573
+381
+0.6% +$34K 0.13% 156
2025
Q3 		$5.35M Buy
60,192
+314
+0.5% +$27.2K 0.1% 201
2025
Q2 		$5.01M Sell
59,878
-742
-1% -$58.9K 0.11% 194
2025
Q1 		$4.84M Sell
60,620
-47,963
-44% -$3.93M 0.15% 142
2024
Q4 		$8.79M Sell
108,583
-4,716
-4% -$394K 0.35% 51
2024
Q3 		$9.43M Sell
113,299
-674
-0.6% -$54K 0.4% 44
2024
Q2 		$8.9M Buy
113,973
+330
+0.3% +$24.9K 0.42% 40
2024
Q1 		$8.66M Sell
113,643
-687
-0.6% -$50.1K 0.44% 38
2023
Q4 		$8.04M Buy
114,330
+61,649
+117% +$4.07M 0.47% 39
2023
Q3 		$3.34M Buy
52,681
+1,692
+3% +$112K 0.25% 98
2023
Q2 		$3.4M Buy
50,989
+1,197
+2% +$76K 0.24% 101
2023
Q1 		$3.1M Buy
49,792
+22
+0% +$1.35K 0.22% 116
2022
Q4 		$3M Buy
49,770
+572
+1% +$34.1K 0.23% 112
2022
Q3 		$2.65M Buy
49,198
+3,425
+7% +$203K 0.22% 114
2022
Q2 		$2.62M Sell
45,773
-39,631
-46% -$2.4M 0.21% 120
2022
Q1 		$5.44M Sell
85,404
-38,316
-31% -$2.42M 0.36% 58
2021
Q4 		$8.15M Buy
+123,720
New +$7.77M 0.53% 33
2021
Q3 		– Sell
-121,177
Closed -$7.23M – 509
2021
Q2 		$7.23M Sell
121,177
-5,624
-4% -$332K 0.57% 33
2021
Q1 		$7.25M Sell
126,801
-3,710
-3% -$204K 0.7% 21
2020
Q4 		$7.04M Buy
130,511
+44,938
+53% +$2.33M 0.73% 22
2020
Q3 		$4.24M Sell
85,573
-46,011
-35% -$2.23M 0.33% 72
2020
Q2 		$5.99M Buy
+131,584
New +$5.7M 0.9% 24
2020
Q1 		– Sell
-114,646
Closed -$5.56M – 190
2019
Q4 		$5.56M Buy
+114,646
New +$5.35M 0.7% 28

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

J.W. Cole Advisors's DGRW Position: Q2 2026 in Review

J.W. Cole Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q2 2026, selling an estimated $230K and leaving 57,771 shares worth $5.52M. The position accounts for 0.09% of the portfolio, ranked #220.

J.W. Cole Advisors first reported a position in DGRW in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.43M in Q3 2024. 182 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • J.W. Cole Advisors held 57,771 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.52M as of Q2 2026.
  • J.W. Cole Advisors sold 2,431 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $230K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #220 holding.
  • J.W. Cole Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9.43M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.