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

Nikulski Financial’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	$2.13M	Sell	22,227 -1,303	-6%	-$123K	0.46%	62
2026 Q1	$2.07M	Sell	23,530 -8,849	-27%	-$805K	0.51%	60
2025 Q4	$2.9M	Sell	32,379 -13,541	-29%	-$1.21M	0.69%	43
2025 Q3	$4.09M	Sell	45,920 -1,012	-2%	-$87.8K	1.03%	26
2025 Q2	$3.93M	Sell	46,932 -173	-0.4%	-$13.7K	1.08%	27
2025 Q1	$3.76M	Buy	47,105 +1,821	+4%	+$149K	1.14%	27
2024 Q4	$3.66M	Buy	45,284 +4,369	+11%	+$365K	1.08%	27
2024 Q3	$3.4M	Buy	40,915 +1,278	+3%	+$102K	1.02%	31
2024 Q2	$3.09M	Buy	39,637 +5,831	+17%	+$441K	0.98%	30
2024 Q1	$2.58M	Buy	33,806 +15,441	+84%	+$1.13M	0.85%	38
2023 Q4	$1.29M	Buy	18,365 +9,340	+103%	+$617K	0.47%	51
2023 Q3	$573K	Buy	9,025 +5,300	+142%	+$352K	0.24%	82
2023 Q2	$248K	Buy	+3,725	New	+$237K	0.1%	115

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nikulski Financial's DGRW Position: Q2 2026 in Review

Nikulski Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.5% in Q2 2026, selling an estimated $123K and leaving 22,227 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #62.

Nikulski Financial first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.09M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Nikulski Financial held 22,227 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.13M as of Q2 2026.
Nikulski Financial sold 1,303 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $123K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.46% of Nikulski Financial's portfolio in Q2 2026, its #62 holding.
Nikulski Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Nikulski Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.09M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.