Juncture Wealth Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Juncture Wealth Strategies’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	-2,443	Closed	-$215K	–	182
2026 Q1	$215K	Hold	2,443	–	–	0.07%	129
2025 Q4	$218K	Hold	2,443	–	–	0.07%	126
2025 Q3	$217K	Hold	2,443	–	–	0.07%	122
2025 Q2	$205K	Buy	+2,443	New	+$194K	0.07%	116

Other funds holding DGRW

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Juncture Wealth Strategies's DGRW Position: Q2 2026 in Review

Juncture Wealth Strategies sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 2,443 shares — an estimated $215K sold.

Juncture Wealth Strategies first reported a position in DGRW in Q2 2025 and held it in 4 quarters. The position peaked at $218K in Q4 2025. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Juncture Wealth Strategies reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Juncture Wealth Strategies sold 2,443 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $215K.
Juncture Wealth Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and held it in 4 quarters.
Juncture Wealth Strategies's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $218K in Q4 2025.
526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.