Kraft Davis & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kraft Davis & Associates’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	$5.35M	Sell	55,819 -204	-0.4%	-$19.3K	1.12%	28
2026 Q1	$5.27M	Sell	56,023 -9,166	-14%	-$833K	1.12%	29
2025 Q4	$5.94M	Sell	65,189 -43,932	-40%	-$3.92M	1.33%	26
2025 Q3	$9.76M	Sell	109,121 -40,484	-27%	-$3.51M	2.38%	15
2025 Q2	$12.9M	Sell	149,605 -8,143	-5%	-$646K	3.53%	7
2025 Q1	$11.9M	Sell	157,748 -2,103	-1%	-$172K	3.83%	5
2024 Q4	$13.3M	Buy	159,851 +6,276	+4%	+$525K	3.81%	7
2024 Q3	$12.6M	Buy	153,575 +2,870	+2%	+$230K	3.76%	6
2024 Q2	$11.9M	Buy	150,705 +3,794	+3%	+$287K	3.61%	6
2024 Q1	$11.1M	Buy	146,911 +6,870	+5%	+$501K	3.33%	7
2023 Q4	$10M	Buy	140,041 +56,636	+68%	+$3.74M	3.01%	10
2023 Q3	$5.2M	Buy	83,405 +42,754	+105%	+$2.84M	1.96%	21
2023 Q2	$2.72M	Buy	+40,651	New	+$2.58M	0.95%	26

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Kraft Davis & Associates's DGRW Position: Q2 2026 in Review

Kraft Davis & Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.36% in Q2 2026, selling an estimated $19.3K and leaving 55,819 shares worth $5.35M. The position accounts for 1.12% of the portfolio, ranked #28.

Kraft Davis & Associates first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q4 2024. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kraft Davis & Associates held 55,819 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.35M as of Q2 2026.
Kraft Davis & Associates sold 204 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $19.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.12% of Kraft Davis & Associates's portfolio in Q2 2026, its #28 holding.
Kraft Davis & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Kraft Davis & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.3M in Q4 2024.
140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.