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NFP Retirement Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

NFP Retirement Inc’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 		$836K Sell
8,744
-242
-3% -$22.9K 0.05% 162
2026
Q1 		$789K Sell
8,986
-100
-1% -$9.09K 0.05% 159
2025
Q4 		$813K Buy
9,086
+590
+7% +$52.6K 0.05% 152
2025
Q3 		$756K Buy
8,496
+956
+13% +$82.9K 0.05% 155
2025
Q2 		$631K Buy
7,540
+1,524
+25% +$121K 0.04% 173
2025
Q1 		$480K Sell
6,016
-2,050
-25% -$168K 0.04% 184
2024
Q4 		$653K Hold
8,066
– – 0.05% 156
2024
Q3 		$671K Hold
8,066
– – 0.05% 157
2024
Q2 		$630K Sell
8,066
-150
-2% -$11.3K 0.05% 161
2024
Q1 		$626K Buy
8,216
+200
+2% +$14.6K 0.05% 160
2023
Q4 		$563K Sell
8,016
-950
-11% -$62.7K 0.1% 141
2023
Q3 		$569K Buy
8,966
+600
+7% +$39.9K 0.11% 135
2023
Q2 		$558K Sell
8,366
-751
-8% -$47.7K 0.1% 139
2023
Q1 		$568K Buy
9,117
+1,904
+26% +$117K 0.11% 142
2022
Q4 		$435K Buy
7,213
+2,815
+64% +$168K 0.1% 156
2022
Q3 		$237K Sell
4,398
-1,994
-31% -$118K 0.06% 198
2022
Q2 		$366K Buy
6,392
+5
+0.1% +$303 0.09% 165
2022
Q1 		$407K Buy
+6,387
New +$403K 0.1% 152
2021
Q3 		– Sell
-10,523
Closed -$628K – 139
2021
Q2 		$628K Buy
10,523
+223
+2% +$13.2K 0.24% 68
2021
Q1 		$589K Buy
+10,300
New +$565K 0.26% 63

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NFP Retirement Inc's DGRW Position: Q2 2026 in Review

NFP Retirement Inc reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.7% in Q2 2026, selling an estimated $22.9K and leaving 8,744 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #162.

NFP Retirement Inc first reported a position in DGRW in Q1 2021 and has held it in 20 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • NFP Retirement Inc held 8,744 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $836K as of Q2 2026.
  • NFP Retirement Inc sold 242 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #162 holding.
  • NFP Retirement Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 20 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.