Next Level Wealth Planning
DGRW icon

Next Level Wealth Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Next Level Wealth Planning’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 		$71.8K Buy
+738
New +$72.3K 0.03% 139

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Next Level Wealth Planning's DGRW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2026: 738 shares worth $71.8K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings.

472 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Next Level Wealth Planning held 738 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $71.8K as of Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Next Level Wealth Planning position in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #139 holding.
  • 472 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.