Kestra Advisory Services
DGRW icon

Kestra Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kestra Advisory Services’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 		$68M Buy
699,280
+4,294
+0.6% +$421K 0.19% 103
2026
Q2 		$66.5M Sell
694,986
-75,438
-10% -$7.13M 0.21% 88
2026
Q1 		$67.7M Buy
770,424
+3,860
+0.5% +$351K 0.26% 69
2025
Q4 		$68.6M Buy
766,564
+198,512
+35% +$17.7M 0.28% 58
2025
Q3 		$50.5M Sell
568,052
-47,454
-8% -$4.12M 0.23% 79
2025
Q2 		$51.5M Buy
615,506
+102,152
+20% +$8.1M 0.25% 69
2025
Q1 		$41M Sell
513,354
-7,145
-1% -$585K 0.2% 77
2024
Q4 		$42.1M Buy
520,499
+48,547
+10% +$4.06M 0.23% 82
2024
Q3 		$39.3M Sell
471,952
-31,784
-6% -$2.55M 0.22% 88
2024
Q2 		$39.3M Buy
503,736
+9,794
+2% +$740K 0.22% 84
2024
Q1 		$37.6M Buy
493,942
+19,067
+4% +$1.39M 0.25% 73
2023
Q4 		$33.4M Buy
474,875
+384
+0.1% +$25.4K 0.27% 67
2023
Q3 		$30.1M Sell
474,491
-8,163
-2% -$542K 0.3% 63
2023
Q2 		$32.2M Buy
482,654
+11,055
+2% +$702K 0.32% 57
2023
Q1 		$29.4M Sell
471,599
-34,652
-7% -$2.13M 0.32% 55
2022
Q4 		$30.6M Buy
506,251
+28,245
+6% +$1.69M 0.27% 79
2022
Q3 		$25.8M Sell
478,006
-53,315
-10% -$3.15M 0.28% 77
2022
Q2 		$30.4M Sell
531,321
-134,434
-20% -$8.15M 0.31% 59
2022
Q1 		$42.4M Buy
665,755
+57,151
+9% +$3.61M 0.44% 36
2021
Q4 		$40.1M Buy
608,604
+76,987
+14% +$4.84M 0.41% 42
2021
Q3 		$31.3M Buy
531,617
+11,729
+2% +$718K 0.31% 67
2021
Q2 		$31M Buy
519,888
+17,095
+3% +$1.01M 0.35% 56
2021
Q1 		$28.8M Sell
502,793
-80,288
-14% -$4.41M 0.37% 49
2020
Q4 		$31.2M Buy
583,081
+235,446
+68% +$12.2M 0.36% 54
2020
Q3 		$17.2M Buy
+347,635
New +$16.9M 0.32% 66

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Kestra Advisory Services's DGRW Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.62% in Q3 2026, buying an estimated $421K and bringing the position to 699,280 shares worth $68M. The position accounts for 0.19% of the portfolio, ranked #103.

Kestra Advisory Services first reported a position in DGRW in Q3 2020 and has held it in 25 quarters since. The position peaked at $68.6M in Q4 2025. 374 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Kestra Advisory Services held 699,280 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $68M as of Q3 2026.
  • Kestra Advisory Services bought 4,294 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $421K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Kestra Advisory Services's portfolio in Q3 2026, its #103 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $68.6M in Q4 2025.
  • 374 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.