Key Financial Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Key Financial Inc’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	$150K	Hold	1,706	–	–	0.03%	337
2025 Q4	$153K	Hold	1,706	–	–	0.03%	334
2025 Q3	$152K	Hold	1,706	–	–	0.03%	333
2025 Q2	$143K	Buy	1,706 +130	+8%	+$10.3K	0.03%	326
2025 Q1	$126K	Hold	1,576	–	–	0.03%	325
2024 Q4	$128K	Hold	1,576	–	–	0.03%	317
2024 Q3	$131K	Hold	1,576	–	–	0.03%	307
2024 Q2	$123K	Buy	1,576 +1,126	+250%	+$85.1K	0.03%	301
2024 Q1	$34.3K	Buy	450 +340	+309%	+$24.8K	0.01%	497
2023 Q4	$7.73K	Hold	110	–	–	﹤0.01%	806
2023 Q3	$6.98K	Hold	110	–	–	﹤0.01%	818
2023 Q2	$7.33K	Hold	110	–	–	﹤0.01%	812
2023 Q1	$6.86K	Buy	+110	New	+$6.76K	﹤0.01%	756

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Key Financial Inc's DGRW Position: Q1 2026 in Review

Key Financial Inc held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 1,706 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #337.

Key Financial Inc first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $153K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Key Financial Inc held 1,706 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $150K as of Q1 2026.
Key Financial Inc left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #337 holding.
Key Financial Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Key Financial Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $153K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.