JFS Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

JFS Wealth 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	$30.9K	Buy	323 +185	+134%	+$17.5K	﹤0.01%	645
2026 Q1	$12.1K	Hold	138	–	–	﹤0.01%	874
2025 Q4	$12.3K	Hold	138	–	–	﹤0.01%	909
2025 Q3	$12.3K	Hold	138	–	–	﹤0.01%	839
2025 Q2	$11.6K	Hold	138	–	–	﹤0.01%	818
2025 Q1	$11K	Hold	138	–	–	﹤0.01%	850
2024 Q4	$11.2K	Hold	138	–	–	﹤0.01%	817
2024 Q3	$11.5K	Hold	138	–	–	﹤0.01%	805
2024 Q2	$10.8K	Hold	138	–	–	﹤0.01%	776
2024 Q1	$10.5K	Hold	138	–	–	﹤0.01%	800
2023 Q4	$9.7K	Sell	138 -147	-52%	-$9.71K	﹤0.01%	784
2023 Q3	$18.1K	Buy	285 +147	+107%	+$9.77K	﹤0.01%	571
2023 Q2	$9.2K	Hold	138	–	–	﹤0.01%	754
2023 Q1	$8.6K	Hold	138	–	–	﹤0.01%	768
2022 Q4	$8.33K	Hold	138	–	–	﹤0.01%	777
2022 Q3	$7K	Hold	138	–	–	﹤0.01%	854
2022 Q2	$8K	Hold	138	–	–	﹤0.01%	818
2022 Q1	$9K	Hold	138	–	–	﹤0.01%	815
2021 Q4	$9K	Hold	138	–	–	﹤0.01%	697
2021 Q3	$8K	Hold	138	–	–	﹤0.01%	670
2021 Q2	$8K	Hold	138	–	–	﹤0.01%	464
2021 Q1	$8K	Hold	138	–	–	﹤0.01%	434
2020 Q4	$7K	Hold	138	–	–	﹤0.01%	440
2020 Q3	$7K	Hold	138	–	–	﹤0.01%	417
2020 Q2	$6K	Hold	138	–	–	﹤0.01%	416
2020 Q1	$5K	Hold	138	–	–	﹤0.01%	388
2019 Q4	$7K	Hold	138	–	–	﹤0.01%	387
2019 Q3	$6K	Hold	138	–	–	﹤0.01%	391
2019 Q2	$6K	Hold	138	–	–	﹤0.01%	393
2019 Q1	$6K	Hold	138	–	–	﹤0.01%	382
2018 Q4	$5K	Buy	+138	New	+$5.7K	﹤0.01%	388

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

JFS Wealth Advisors's DGRW Position: Q2 2026 in Review

JFS Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 134% in Q2 2026, buying an estimated $17.5K and bringing the position to 323 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

JFS Wealth Advisors first reported a position in DGRW in Q4 2018 and has held it in 31 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

JFS Wealth Advisors held 323 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $30.9K as of Q2 2026.
JFS Wealth Advisors bought 185 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $17.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #645 holding.
JFS Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 31 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.