KPWS
DGRW icon

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

Kestra Private Wealth 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
Q2 		$38.6M Sell
403,172
-7,838
-2% -$741K 0.42% 44
2026
Q1 		$36.1M Sell
411,010
-2,361
-0.6% -$215K 0.45% 41
2025
Q4 		$37M Buy
413,371
+15,840
+4% +$1.41M 0.46% 36
2025
Q3 		$35.4M Buy
397,531
+14,561
+4% +$1.26M 0.46% 35
2025
Q2 		$32.1M Buy
382,970
+20,869
+6% +$1.66M 0.46% 37
2025
Q1 		$28.9M Buy
362,101
+42,070
+13% +$3.45M 0.48% 39
2024
Q4 		$25.9M Buy
320,031
+12,187
+4% +$1.02M 0.44% 40
2024
Q3 		$25.6M Buy
307,844
+1,103
+0.4% +$88.3K 0.47% 37
2024
Q2 		$23.9M Buy
306,741
+20,989
+7% +$1.59M 0.48% 37
2024
Q1 		$21.8M Buy
285,752
+86,548
+43% +$6.31M 0.49% 37
2023
Q4 		$14M Buy
199,204
+47,272
+31% +$3.12M 0.36% 66
2023
Q3 		$9.65M Buy
151,932
+7,254
+5% +$482K 0.3% 81
2023
Q2 		$9.64M Buy
144,678
+2,522
+2% +$160K 0.33% 71
2023
Q1 		$8.86M Buy
142,156
+45,060
+46% +$2.77M 0.35% 73
2022
Q4 		$5.86M Buy
97,096
+35,316
+57% +$2.11M 0.3% 93
2022
Q3 		$3.33M Buy
61,780
+31,983
+107% +$1.89M 0.19% 130
2022
Q2 		$1.71M Buy
29,797
+1,759
+6% +$107K 0.1% 249
2022
Q1 		$1.78M Buy
28,038
+260
+0.9% +$16.4K 0.09% 242
2021
Q4 		$1.83M Buy
27,778
+2,080
+8% +$131K 0.09% 244
2021
Q3 		$1.51M Buy
25,698
+3,324
+15% +$203K 0.08% 266
2021
Q2 		$1.33M Buy
22,374
+1,431
+7% +$84.5K 0.08% 268
2021
Q1 		$1.2M Buy
20,943
+7,304
+54% +$401K 0.08% 258
2020
Q4 		$730K Buy
13,639
+5,092
+60% +$264K 0.05% 353
2020
Q3 		$424K Buy
+8,547
New +$415K 0.04% 418

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

Kestra Private Wealth Services's DGRW Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, selling an estimated $741K and leaving 403,172 shares worth $38.6M. The position accounts for 0.42% of the portfolio, ranked #44.

Kestra Private Wealth Services first reported a position in DGRW in Q3 2020 and has held it in 24 quarters since. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Kestra Private Wealth Services held 403,172 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $38.6M as of Q2 2026.
  • Kestra Private Wealth Services sold 7,838 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $741K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of Kestra Private Wealth Services's portfolio in Q2 2026, its #44 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 24 quarters since.
  • 792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.