Laurel Wealth Advisors (North Carolina)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-1,418	Closed	-$127K	–	303
2025 Q4	$127K	Buy	+1,418	New	+$126K	0.02%	229
2025 Q2	–	Sell	-1,418	Closed	-$113K	–	305
2025 Q1	$113K	Hold	1,418	–	–	0.02%	227
2024 Q4	$115K	Sell	1,418 -300	-17%	-$25.1K	0.02%	221
2024 Q3	$143K	Sell	1,718 -100	-6%	-$8.01K	0.02%	204
2024 Q2	$142K	Hold	1,818	–	–	0.02%	202
2024 Q1	$139K	Hold	1,818	–	–	0.02%	208
2023 Q4	$128K	Hold	1,818	–	–	0.02%	204
2023 Q3	$115K	Hold	1,818	–	–	0.02%	210
2023 Q2	$121K	Hold	1,818	–	–	0.02%	205
2023 Q1	$113K	Hold	1,818	–	–	0.02%	211
2022 Q4	$110K	Hold	1,818	–	–	0.02%	194
2022 Q3	$98K	Hold	1,818	–	–	0.02%	201
2022 Q2	$104K	Hold	1,818	–	–	0.03%	200
2022 Q1	$116K	Hold	1,818	–	–	0.02%	209
2021 Q4	$120K	Hold	1,818	–	–	0.02%	204
2021 Q3	$107K	Hold	1,818	–	–	0.02%	208
2021 Q2	$108K	Hold	1,818	–	–	0.02%	211
2021 Q1	$104K	Hold	1,818	–	–	0.03%	203
2020 Q4	$98K	Hold	1,818	–	–	0.03%	196
2020 Q3	$90K	Hold	1,818	–	–	0.03%	187
2020 Q2	$83K	Hold	1,818	–	–	0.03%	186
2020 Q1	$71K	Hold	1,818	–	–	0.03%	189
2019 Q4	$88K	Hold	1,818	–	–	0.03%	193
2019 Q3	$82K	Buy	1,818 +1,231	+210%	+$54.5K	0.03%	198
2019 Q2	$26K	Buy	+587	New	+$25.4K	0.01%	295

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DGRW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 1,418 shares — an estimated $127K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DGRW in Q2 2019 and held it in 25 quarters. The position peaked at $143K in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,418 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $127K.
Laurel Wealth Advisors (North Carolina) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and held it in 25 quarters.
Laurel Wealth Advisors (North Carolina)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $143K in Q3 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.