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Journey Strategic Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Journey Strategic Wealth’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
Q1 		$530K Sell
6,031
-128
-2% -$11.6K 0.01% 332
2025
Q4 		$551K Sell
6,159
-3
-0% -$267 0.01% 288
2025
Q3 		$548K Sell
6,162
-956
-13% -$82.9K 0.02% 273
2025
Q2 		$596K Sell
7,118
-514
-7% -$40.8K 0.02% 253
2025
Q1 		$609K Sell
7,632
-3,162
-29% -$259K 0.02% 194
2024
Q4 		$874K Sell
10,794
-12,621
-54% -$1.06M 0.03% 140
2024
Q3 		$1.95M Buy
+23,415
New +$1.88M 0.07% 74

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Journey Strategic Wealth's DGRW Position: Q1 2026 in Review

Journey Strategic Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.1% in Q1 2026, selling an estimated $11.6K and leaving 6,031 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #332.

Journey Strategic Wealth first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Journey Strategic Wealth held 6,031 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $530K as of Q1 2026.
  • Journey Strategic Wealth sold 128 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $11.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #332 holding.
  • Journey Strategic Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.95M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.