Milestones Private Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Milestones Private Investment Advisors’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	$267K	Hold	2,790	–	–	0.21%	65
2026 Q1	$245K	Sell	2,790 -6,466	-70%	-$588K	0.22%	71
2025 Q4	$828K	Sell	9,256 -495	-5%	-$44.1K	0.57%	50
2025 Q3	$867K	Buy	9,751 +11	+0.1%	+$954	0.59%	50
2025 Q2	$816K	Buy	+9,740	New	+$773K	0.6%	49

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

Milestones Private Investment Advisors's DGRW Position: Q2 2026 in Review

Milestones Private Investment Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,790 shares worth $267K. The position accounts for 0.21% of the portfolio, ranked #65.

Milestones Private Investment Advisors first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $867K in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Milestones Private Investment Advisors held 2,790 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $267K as of Q2 2026.
Milestones Private Investment Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #65 holding.
Milestones Private Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $867K in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.