NBC Securities
DGRW icon

NBC Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

NBC Securities’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
Q3 		$5.7M Sell
58,649
-2,416
-4% -$237K 0.39% 43
2026
Q2 		$5.84M Sell
61,065
-2,121
-3% -$200K 0.4% 41
2026
Q1 		$5.55M Buy
63,186
+4,514
+8% +$410K 0.42% 37
2025
Q4 		$5.25M Sell
58,672
-4,151
-7% -$370K 0.39% 39
2025
Q3 		$5.59M Buy
62,823
+5,196
+9% +$451K 0.43% 32
2025
Q2 		$4.82M Buy
57,627
+1,139
+2% +$90.4K 0.39% 40
2025
Q1 		$4.51M Buy
56,488
+56,461
+209,115% +$4.63M 0.38% 40
2024
Q4 		$2.22K Sell
27
-25,721
-100% -$2.15M 0.2% 109
2024
Q3 		$2.14M Buy
25,748
+1,079
+4% +$86.4K 0.18% 116
2024
Q2 		$1.92M Buy
24,669
+1,935
+9% +$146K 0.18% 120
2024
Q1 		$1.73M Buy
22,734
+6,242
+38% +$455K 0.16% 126
2023
Q4 		$1.16M Buy
16,492
+1,636
+11% +$108K 0.12% 178
2023
Q3 		$943K Buy
+14,856
New +$987K 0.1% 201

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

NBC Securities's DGRW Position: Q3 2026 in Review

NBC Securities reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q3 2026, selling an estimated $237K and leaving 58,649 shares worth $5.7M. The position accounts for 0.39% of the portfolio, ranked #43.

NBC Securities first reported a position in DGRW in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.84M in Q2 2026. 284 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • NBC Securities held 58,649 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.7M as of Q3 2026.
  • NBC Securities sold 2,416 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $237K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.39% of NBC Securities's portfolio in Q3 2026, its #43 holding.
  • NBC Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 13 quarters since.
  • NBC Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.84M in Q2 2026.
  • 284 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.