Kingdom Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kingdom Financial Group’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	$11.3K	Sell	118 -4,250	-97%	-$402K	﹤0.01%	452
2026 Q1	$384K	Sell	4,368 -2,766	-39%	-$252K	0.11%	88
2025 Q4	$638K	Buy	+7,134	New	+$636K	0.2%	52

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 $1.78B AUM 13.07% 1-Year Est. Return

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

Kingdom Financial Group's DGRW Position: Q2 2026 in Review

Kingdom Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 97% in Q2 2026, selling an estimated $402K and leaving 118 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Kingdom Financial Group first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q4 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kingdom Financial Group held 118 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.3K as of Q2 2026.
Kingdom Financial Group sold 4,250 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $402K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #452 holding.
Kingdom Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Kingdom Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $638K in Q4 2025.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.