JGP Wealth Management
DGRW icon

JGP Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

JGP Wealth Management’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
Q3 		$242K Buy
2,484
+179
+8% +$17.5K 0.02% 217
2026
Q2 		$220K Buy
+2,305
New +$218K 0.02% 218

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

JGP Wealth Management's DGRW Position: Q3 2026 in Review

JGP Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.8% in Q3 2026, buying an estimated $17.5K and bringing the position to 2,484 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #217.

JGP Wealth Management first reported a position in DGRW in Q2 2026 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • JGP Wealth Management held 2,484 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $242K as of Q3 2026.
  • JGP Wealth Management bought 179 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $17.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #217 holding.
  • JGP Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2026 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.