Krilogy Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Krilogy Financial’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	$605K	Sell	6,332 -1,052	-14%	-$99.4K	0.02%	569
2026 Q1	$685K	Sell	7,384 -410	-5%	-$37.3K	0.02%	478
2025 Q4	$712K	Sell	7,794 -157	-2%	-$14K	0.02%	437
2025 Q3	$704K	Buy	+7,951	New	+$690K	0.03%	424

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

Krilogy Financial's DGRW Position: Q2 2026 in Review

Krilogy Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q2 2026, selling an estimated $99.4K and leaving 6,332 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #569.

Krilogy Financial first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $712K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Krilogy Financial held 6,332 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $605K as of Q2 2026.
Krilogy Financial sold 1,052 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $99.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #569 holding.
Krilogy Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Krilogy Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $712K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.