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

Nations Financial 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 		$1.09M Sell
11,434
-19,740
-63% -$1.86M 0.05% 357
2026
Q1 		$2.74M Buy
31,174
+624
+2% +$56.7K 0.14% 172
2025
Q4 		$2.73M Sell
30,550
-843
-3% -$75.1K 0.14% 167
2025
Q3 		$2.79M Buy
31,393
+491
+2% +$42.6K 0.17% 145
2025
Q2 		$2.59M Buy
30,902
+1,898
+7% +$151K 0.18% 143
2025
Q1 		$2.32M Buy
29,004
+38
+0.1% +$3.11K 0.18% 151
2024
Q4 		$2.34M Sell
28,966
-1,723
-6% -$144K 0.17% 148
2024
Q3 		$2.55M Buy
30,689
+1,644
+6% +$132K 0.19% 131
2024
Q2 		$2.27M Buy
29,045
+4,394
+18% +$332K 0.19% 131
2024
Q1 		$1.88M Buy
24,651
+1,577
+7% +$115K 0.16% 155
2023
Q4 		$1.62M Buy
23,074
+1,259
+6% +$83.1K 0.15% 157
2023
Q3 		$1.39M Buy
21,815
+6,675
+44% +$444K 0.14% 174
2023
Q2 		$1.01M Buy
15,140
+5,726
+61% +$364K 0.1% 233
2023
Q1 		$587K Buy
9,414
+5,826
+162% +$358K 0.06% 332
2022
Q4 		$217K Sell
3,588
-930
-21% -$55.5K 0.02% 546
2022
Q3 		$244K Buy
+4,518
New +$267K 0.04% 443
2022
Q2 		– Sell
-3,301
Closed -$210K – 537
2022
Q1 		$210K Sell
3,301
-169
-5% -$10.7K 0.03% 489
2021
Q4 		$229K Buy
+3,470
New +$218K 0.03% 442

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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 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

Nations Financial Group's DGRW Position: Q2 2026 in Review

Nations Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 63% in Q2 2026, selling an estimated $1.86M and leaving 11,434 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #357.

Nations Financial Group first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.79M in Q3 2025. 269 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Nations Financial Group held 11,434 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.09M as of Q2 2026.
  • Nations Financial Group sold 19,740 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.86M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #357 holding.
  • Nations Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • Nations Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.79M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.