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

Kondo 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	$552K	Sell	5,772 -59	-1%	-$5.57K	0.18%	44
2026 Q1	$512K	Sell	5,831 -1,563	-21%	-$142K	0.19%	45
2025 Q4	$661K	Sell	7,394 -162	-2%	-$14.4K	0.25%	36
2025 Q3	$672K	Sell	7,556 -548	-7%	-$47.5K	0.27%	35
2025 Q2	$684K	Buy	8,104 +16	+0.2%	+$1.27K	0.3%	35
2025 Q1	$646K	Sell	8,088 -1,407	-15%	-$115K	0.32%	35
2024 Q4	$768K	Buy	+9,495	New	+$794K	0.39%	32

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

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

Kondo Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1% in Q2 2026, selling an estimated $5.57K and leaving 5,772 shares worth $552K. The position accounts for 0.18% of the portfolio, ranked #44.

Kondo Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $768K in Q4 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kondo Wealth Advisors held 5,772 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $552K as of Q2 2026.
Kondo Wealth Advisors sold 59 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.57K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of Kondo Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Kondo Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $768K in Q4 2024.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.