Key Client Fiduciary Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Key Client Fiduciary Advisors’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	$712K	Sell	7,442 -1,532	-17%	-$145K	0.21%	97
2026 Q1	$788K	Buy	8,974 +119	+1%	+$10.8K	0.27%	80
2025 Q4	$792K	Buy	8,855 +191	+2%	+$17K	0.27%	77
2025 Q3	$771K	Sell	8,664 -56	-0.6%	-$4.86K	0.26%	79
2025 Q2	$730K	Buy	8,720 +370	+4%	+$29.4K	0.3%	78
2025 Q1	$667K	Buy	8,350 +135	+2%	+$11.1K	0.3%	76
2024 Q4	$665K	Buy	8,215 +74	+0.9%	+$6.19K	0.29%	81
2024 Q3	$677K	Buy	8,141 +209	+3%	+$16.7K	0.3%	76
2024 Q2	$619K	Buy	7,932 +345	+5%	+$26.1K	0.31%	77
2024 Q1	$578K	Buy	7,587 +408	+6%	+$29.8K	0.31%	76
2023 Q4	$505K	Buy	7,179 +191	+3%	+$12.6K	0.29%	86
2023 Q3	$444K	Buy	6,988 +2,401	+52%	+$160K	0.27%	90
2023 Q2	$306K	Buy	+4,587	New	+$291K	0.18%	126

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Client Fiduciary Advisors's DGRW Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q2 2026, selling an estimated $145K and leaving 7,442 shares worth $712K. The position accounts for 0.21% of the portfolio, ranked #97.

Key Client Fiduciary Advisors first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $792K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Key Client Fiduciary Advisors held 7,442 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $712K as of Q2 2026.
Key Client Fiduciary Advisors sold 1,532 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $145K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #97 holding.
Key Client Fiduciary Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Key Client Fiduciary Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $792K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.