Kingsview Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kingsview Wealth Management’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	$281K	Sell	2,943 -661	-18%	-$62.4K	﹤0.01%	1217
2026 Q1	$317K	Buy	+3,604	New	+$328K	﹤0.01%	1059
2025 Q4	–	Sell	-3,096	Closed	-$275K	–	1254
2025 Q3	$275K	Sell	3,096 -351	-10%	-$30.4K	﹤0.01%	1000
2025 Q2	$289K	Sell	3,447 -2,124	-38%	-$169K	﹤0.01%	960
2025 Q1	$445K	Sell	5,571 -1,910	-26%	-$156K	0.01%	766
2024 Q4	$605K	Buy	7,481 +1,138	+18%	+$95.2K	0.01%	682
2024 Q3	$528K	Sell	6,343 -35,370	-85%	-$2.83M	0.01%	698
2024 Q2	$3.26M	Buy	+41,713	New	+$3.15M	0.08%	236
2022 Q2	–	Sell	-15,386	Closed	-$980K	–	827
2022 Q1	$980K	Buy	+15,386	New	+$971K	0.04%	397

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

Kingsview Wealth Management's DGRW Position: Q2 2026 in Review

Kingsview Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 18% in Q2 2026, selling an estimated $62.4K and leaving 2,943 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Kingsview Wealth Management first reported a position in DGRW in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.26M in Q2 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kingsview Wealth Management held 2,943 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $281K as of Q2 2026.
Kingsview Wealth Management sold 661 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $62.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1217 holding.
Kingsview Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 9 quarters since.
Kingsview Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.26M in Q2 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.