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

J.W. Coons 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
2025
Q2 		$711K Buy
8,495
+800
+10% +$63.5K 0.16% 128
2025
Q1 		$615K Buy
7,695
+35
+0.5% +$2.87K 0.16% 131
2024
Q4 		$620K Buy
7,660
+4,110
+116% +$344K 0.16% 125
2024
Q3 		$295K Buy
3,550
+515
+17% +$41.3K 0.07% 200
2024
Q2 		$237K Buy
+3,035
New +$229K 0.06% 213

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

J.W. Coons Advisors's DGRW Position: Q2 2025 in Review

J.W. Coons Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q2 2025, buying an estimated $63.5K and bringing the position to 8,495 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #128.

J.W. Coons Advisors first reported a position in DGRW in Q2 2024 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • J.W. Coons Advisors held 8,495 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $711K as of Q2 2025.
  • J.W. Coons Advisors bought 800 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $63.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of J.W. Coons Advisors's portfolio in Q2 2025, its #128 holding.
  • J.W. Coons Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 5 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.