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

Northeast Financial Consultants’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
2025
Q2 		$1.54M Hold
18,415
– – 0.06% 123
2025
Q1 		$1.47M Hold
18,415
– – 0.07% 124
2024
Q4 		$1.49M Hold
18,415
– – 0.06% 122
2024
Q3 		$1.53M Hold
18,415
– – 0.07% 119
2024
Q2 		$1.44M Hold
18,415
– – 0.07% 119
2024
Q1 		$1.4M Hold
18,415
– – 0.07% 121
2023
Q4 		$1.29M Hold
18,415
– – 0.07% 123
2023
Q3 		$1.17M Hold
18,415
– – 0.07% 128
2023
Q2 		$1.23M Sell
18,415
-2,936
-14% -$186K 0.08% 125
2023
Q1 		$1.33M Buy
21,351
+4
+0% +$246 0.09% 119
2022
Q4 		$1.29M Buy
21,347
+105
+0.5% +$6.26K 0.09% 120
2022
Q3 		$1.15M Buy
21,242
+106
+0.5% +$6.27K 0.08% 125
2022
Q2 		$1.21M Buy
21,136
+4
+0% +$242 0.08% 125
2022
Q1 		$1.34M Buy
21,132
+2,717
+15% +$171K 0.08% 133
2021
Q4 		$1.21M Sell
18,415
-1,964
-10% -$123K 0.07% 143
2021
Q3 		$1.2M Buy
20,379
+10
+0% +$612 0.08% 142
2021
Q2 		$1.22M Buy
20,369
+10
+0% +$591 0.08% 141
2021
Q1 		$1.16M Buy
20,359
+8
+0% +$439 0.09% 134
2020
Q4 		$1.1M Sell
20,351
-2,088
-9% -$108K 0.09% 130
2020
Q3 		$1.11M Buy
22,439
+7
+0% +$340 0.1% 117
2020
Q2 		$1.02M Buy
22,432
+13
+0.1% +$563 0.1% 120
2020
Q1 		$872K Buy
22,419
+10
+0% +$454 0.1% 130
2019
Q4 		$1.09M Buy
22,409
+11
+0% +$513 0.1% 126
2019
Q3 		$1.01M Buy
22,398
+15
+0.1% +$664 0.1% 132
2019
Q2 		$977K Buy
22,383
+12
+0.1% +$520 0.1% 133
2019
Q1 		$963K Buy
22,371
+6
+0% +$248 0.11% 123
2018
Q4 		$857K Buy
+22,365
New +$924K 0.12% 101

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northeast Financial Consultants's DGRW Position: Q2 2025 in Review

Northeast Financial Consultants held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2025 at 18,415 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #123.

Northeast Financial Consultants first reported a position in DGRW in Q4 2018 and has held it in 27 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Northeast Financial Consultants held 18,415 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.54M as of Q2 2025.
  • Northeast Financial Consultants left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #123 holding.
  • Northeast Financial Consultants first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 27 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.