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National Wealth Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

National Wealth Management Group’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 		– Sell
-4,602
Closed -$404K – 231
2026
Q1 		$404K Sell
4,602
-3,556
-44% -$323K 0.15% 136
2025
Q4 		$730K Buy
8,158
+163
+2% +$14.5K 0.25% 92
2025
Q3 		$711K Buy
7,995
+980
+14% +$85K 0.27% 85
2025
Q2 		$587K Buy
7,015
+273
+4% +$21.7K 0.33% 73
2025
Q1 		$538K Buy
6,742
+408
+6% +$33.4K 0.35% 67
2024
Q4 		$513K Buy
+6,334
New +$530K 0.34% 68
2023
Q1 		– Sell
-3,643
Closed -$220K – 139
2022
Q4 		$220K Sell
3,643
-957
-21% -$57.1K 0.26% 120
2022
Q3 		$248K Sell
4,600
-560
-11% -$33.1K 0.32% 103
2022
Q2 		$296K Buy
+5,160
New +$313K 0.37% 74
2022
Q1 		– Sell
-7,265
Closed -$478K – 115
2021
Q4 		$478K Buy
+7,265
New +$456K 0.45% 66

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
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
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

National Wealth Management Group's DGRW Position: Q2 2026 in Review

National Wealth Management Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 4,602 shares — an estimated $404K sold.

National Wealth Management Group first reported a position in DGRW in Q4 2021 and held it in 10 quarters. The position peaked at $730K in Q4 2025. 222 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • National Wealth Management Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 4,602 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $404K.
  • National Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 10 quarters.
  • National Wealth Management Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $730K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.