Joseph Group Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Joseph Group Capital 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 Q2	–	Sell	-96	Closed	-$8.43K	–	393
2026 Q1	$8.43K	Sell	96 -11	-10%	-$1K	﹤0.01%	302
2025 Q4	$9.57K	Sell	107 -9	-8%	-$802	﹤0.01%	190
2025 Q3	$10.3K	Sell	116 -5	-4%	-$434	﹤0.01%	93
2025 Q2	$10.1K	Sell	121 -57	-32%	-$4.52K	﹤0.01%	94
2025 Q1	$14.2K	Sell	178 -271	-60%	-$22.2K	0.01%	87
2024 Q4	$36.3K	Sell	449 -74	-14%	-$6.19K	0.01%	75
2024 Q3	$43.5K	Sell	523 -33	-6%	-$2.64K	0.02%	69
2024 Q2	$43.4K	Sell	556 -649	-54%	-$49K	0.02%	61
2024 Q1	$91.8K	Sell	1,205 -109	-8%	-$7.95K	0.05%	57
2023 Q4	$92.3K	Sell	1,314 -124	-9%	-$8.19K	0.05%	56
2023 Q3	$91.3K	Sell	1,438 -208	-13%	-$13.8K	0.07%	52
2023 Q2	$110K	Sell	1,646 -496	-23%	-$31.5K	0.09%	50
2023 Q1	$134K	Sell	2,142 -430	-17%	-$26.4K	0.12%	52
2022 Q4	$155K	Sell	2,572 -913	-26%	-$54.5K	0.15%	55
2022 Q3	$188K	Sell	3,485 -624	-15%	-$36.9K	0.21%	46
2022 Q2	$235K	Sell	4,109 -336	-8%	-$20.4K	0.24%	47
2022 Q1	$283K	Sell	4,445 -570	-11%	-$36K	0.29%	47
2021 Q4	$330K	Buy	+5,015	New	+$315K	0.32%	48

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

Joseph Group Capital Management's DGRW Position: Q2 2026 in Review

Joseph Group Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 96 shares — an estimated $8.43K sold.

Joseph Group Capital Management first reported a position in DGRW in Q4 2021 and held it in 18 quarters. The position peaked at $330K in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Joseph Group Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Joseph Group Capital Management sold 96 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.43K.
Joseph Group Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 18 quarters.
Joseph Group Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $330K in Q4 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.