Kingswood Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kingswood Wealth 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	$6.67M	Sell	69,767 -405	-0.6%	-$38.3K	0.27%	81
2026 Q1	$6.16M	Buy	70,172 +1,567	+2%	+$142K	0.29%	75
2025 Q4	$6.14M	Buy	68,605 +2,291	+3%	+$204K	0.3%	79
2025 Q3	$5.9M	Buy	+66,314	New	+$5.75M	0.36%	52
2024 Q4	–	Sell	-49,743	Closed	-$4.14M	–	818
2024 Q3	$4.14M	Buy	+49,743	New	+$3.98M	0.3%	76

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

Kingswood Wealth Advisors's DGRW Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.58% in Q2 2026, selling an estimated $38.3K and leaving 69,767 shares worth $6.67M. The position accounts for 0.27% of the portfolio, ranked #81.

Kingswood Wealth Advisors first reported a position in DGRW in Q3 2024 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kingswood Wealth Advisors held 69,767 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.67M as of Q2 2026.
Kingswood Wealth Advisors sold 405 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $38.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Kingswood Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 5 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.