Kohmann Bosshard Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kohmann Bosshard Financial Services’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	$277K	Hold	2,893	–	–	0.02%	182
2026 Q1	$254K	Hold	2,893	–	–	0.02%	173
2025 Q4	$259K	Hold	2,893	–	–	0.02%	235
2025 Q3	$257K	Buy	+2,893	New	+$251K	0.03%	191
2025 Q1	–	Sell	-2,160	Closed	-$175K	–	410
2024 Q4	$175K	Buy	+2,160	New	+$181K	0.02%	201

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's DGRW Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,893 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #182.

Kohmann Bosshard Financial Services first reported a position in DGRW in Q4 2024 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kohmann Bosshard Financial Services held 2,893 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $277K as of Q2 2026.
Kohmann Bosshard Financial Services left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #182 holding.
Kohmann Bosshard Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
295 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.