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

KWB Wealth’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
2025 Q2	–	Sell	-3,933	Closed	-$318K	–	159
2025 Q1	$318K	Buy	3,933 +232	+6%	+$19K	0.04%	119
2024 Q4	$308K	Sell	3,701 -146	-4%	-$12.2K	0.04%	119
2024 Q3	$300K	Buy	3,847 +771	+25%	+$61.8K	0.04%	104
2024 Q2	$234K	Sell	3,076 -411	-12%	-$31.1K	0.03%	121
2024 Q1	$266K	Sell	3,487 -2,120	-38%	-$155K	0.04%	116
2023 Q4	$394K	Sell	5,607 -453	-7%	-$29.9K	0.06%	89
2023 Q3	$404K	Sell	6,060 -378	-6%	-$25.1K	0.06%	85
2023 Q2	$429K	Buy	+6,438	New	+$409K	0.07%	84

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KWB Wealth's DGRW Position: Q2 2025 in Review

KWB Wealth sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 3,933 shares — an estimated $318K sold.

KWB Wealth first reported a position in DGRW in Q2 2023 and held it in 8 quarters. The position peaked at $429K in Q2 2023. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

KWB Wealth reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
KWB Wealth sold 3,933 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $318K.
KWB Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 8 quarters.
KWB Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $429K in Q2 2023.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.