Newton One Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Newton One Investments’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	$56.9K	Hold	595	–	–	0.01%	69
2026 Q1	$52.3K	Hold	595	–	–	0.01%	67
2025 Q4	$53.2K	Hold	595	–	–	0.02%	67
2025 Q3	$52.9K	Hold	595	–	–	0.02%	66
2025 Q2	$49.8K	Hold	595	–	–	0.02%	69
2025 Q1	$47.5K	Hold	595	–	–	0.02%	67
2024 Q4	$48.2K	Buy	+595	New	+$49.8K	0.02%	67

Other funds holding DGRW

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Newton One Investments's DGRW Position: Q2 2026 in Review

Newton One Investments held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 595 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #69.

Newton One Investments first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Newton One Investments held 595 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $56.9K as of Q2 2026.
Newton One Investments 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 0.01% of Newton One Investments's portfolio in Q2 2026, its #69 holding.
Newton One Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.