KPP Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

KPP Advisory 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	$761K	Sell	7,954 -2,212	-22%	-$209K	0.1%	170
2026 Q1	$893K	Sell	10,166 -3,200	-24%	-$291K	0.13%	146
2025 Q4	$1.2M	Sell	13,366 -49,340	-79%	-$4.4M	0.17%	122
2025 Q3	$5.58M	Sell	62,706 -27,743	-31%	-$2.41M	0.83%	24
2025 Q2	$7.57M	Buy	90,449 +2,146	+2%	+$170K	1.25%	18
2025 Q1	$7.05M	Buy	88,303 +7,169	+9%	+$587K	1.34%	19
2024 Q4	$6.57M	Buy	81,134 +30,961	+62%	+$2.59M	1.55%	13
2024 Q3	$4.17M	Buy	50,173 +21,935	+78%	+$1.76M	1%	25
2024 Q2	$2.2M	Sell	28,238 -7,431	-21%	-$562K	0.59%	47
2024 Q1	$2.72M	Buy	+35,669	New	+$2.6M	0.75%	33
2023 Q4	–	Sell	-51,072	Closed	-$3.24M	–	142
2023 Q3	$3.24M	Buy	+51,072	New	+$3.39M	1.07%	19

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

KPP Advisory Services's DGRW Position: Q2 2026 in Review

KPP Advisory Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 22% in Q2 2026, selling an estimated $209K and leaving 7,954 shares worth $761K. The position accounts for 0.1% of the portfolio, ranked #170.

KPP Advisory Services first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.57M in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

KPP Advisory Services held 7,954 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $761K as of Q2 2026.
KPP Advisory Services sold 2,212 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $209K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of KPP Advisory Services's portfolio in Q2 2026, its #170 holding.
KPP Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.57M in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.