JAG
DGRW icon

Journey Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Journey Advisory Group’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 		$10.1M Sell
105,286
-271
-0.3% -$25.6K 0.77% 36
2026
Q1 		$9.27M Sell
105,557
-14,498
-12% -$1.32M 0.79% 33
2025
Q4 		$10.7M Sell
120,055
-1,393
-1% -$124K 0.9% 27
2025
Q3 		$10.8M Sell
121,448
-1,525
-1% -$132K 0.8% 29
2025
Q2 		$10.3M Sell
122,973
-5,327
-4% -$423K 0.8% 29
2025
Q1 		$10.2M Sell
128,300
-4,060
-3% -$333K 0.84% 29
2024
Q4 		$10.3M Hold
132,360
– – 1.24% 23
2024
Q3 		$10.3M Sell
132,360
-2,380
-2% -$191K 1.24% 23
2024
Q2 		$10.5M Buy
134,740
+3,408
+3% +$258K 1.26% 23
2024
Q1 		$10M Sell
131,332
-1,850
-1% -$135K 1.23% 23
2023
Q4 		$9.36M Buy
133,182
+761
+0.6% +$50.3K 1.27% 22
2023
Q3 		$8.41M Buy
132,421
+5,272
+4% +$350K 1.26% 23
2023
Q2 		$8.48M Buy
127,149
+10,383
+9% +$659K 1.26% 20
2023
Q1 		$7.28M Buy
+116,766
New +$7.18M 1.14% 22

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Journey Advisory Group's DGRW Position: Q2 2026 in Review

Journey Advisory Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.26% in Q2 2026, selling an estimated $25.6K and leaving 105,286 shares worth $10.1M. The position accounts for 0.77% of the portfolio, ranked #36.

Journey Advisory Group first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.8M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Journey Advisory Group held 105,286 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.1M as of Q2 2026.
  • Journey Advisory Group sold 271 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.77% of Journey Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Journey Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • Journey Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.8M in Q3 2025.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.