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

Kovack 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 		$319K Buy
3,337
+11
+0.3% +$1.04K 0.02% 781
2026
Q1 		$293K Buy
3,326
+970
+41% +$88.2K 0.02% 766
2025
Q4 		$211K Buy
+2,356
New +$210K 0.01% 925
2025
Q1 		– Sell
-2,991
Closed -$242K – 594
2024
Q4 		$242K Buy
2,991
+573
+24% +$47.9K 0.02% 521
2024
Q3 		$201K Buy
+2,418
New +$194K 0.02% 544
2020
Q1 		– Sell
-4,834
Closed -$234K – 487
2019
Q4 		$234K Sell
4,834
-14,596
-75% -$681K 0.04% 416
2019
Q3 		$876K Sell
19,430
-902
-4% -$39.9K 0.18% 143
2019
Q2 		$887K Buy
20,332
+728
+4% +$31.5K 0.2% 124
2019
Q1 		$844K Sell
19,604
-1,681
-8% -$69.4K 0.21% 123
2018
Q4 		$816K Sell
21,285
-357
-2% -$14.8K 0.24% 100
2018
Q3 		$959K Sell
21,642
-823
-4% -$35.6K 0.25% 103
2018
Q2 		$921K Buy
+22,465
New +$922K 0.26% 100
2018
Q1 		– Sell
-20,745
Closed -$859K – 502
2017
Q4 		$859K Buy
20,745
+136
+0.7% +$5.43K 0.22% 114
2017
Q3 		$786K Buy
20,609
+880
+4% +$32.8K 0.26% 95
2017
Q2 		$726K Buy
19,729
+100
+0.5% +$3.62K 0.23% 105
2017
Q1 		$696K Buy
19,629
+5,666
+41% +$197K 0.27% 91
2016
Q4 		$465K Sell
13,963
-12,893
-48% -$420K 0.22% 109
2016
Q3 		$867K Sell
26,856
-1,197
-4% -$38.8K 0.42% 55
2016
Q2 		$886K Buy
28,053
+130
+0.5% +$4.06K 0.47% 47
2016
Q1 		$873K Buy
+27,923
New +$821K 0.55% 45
2015
Q4 		– Sell
-36,272
Closed -$1.04M – 243
2015
Q3 		$1.04M Buy
+36,272
New +$1.1M 0.72% 32

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kovack Advisors's DGRW Position: Q2 2026 in Review

Kovack Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.33% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,337 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #781.

Kovack Advisors first reported a position in DGRW in Q3 2015 and has held it in 21 quarters since. The position peaked at $1.04M in Q3 2015. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Kovack Advisors held 3,337 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $319K as of Q2 2026.
  • Kovack Advisors bought 11 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.04K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #781 holding.
  • Kovack Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2015 and has held it in 21 quarters since.
  • Kovack Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.04M in Q3 2015.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.