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NorthRock Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

NorthRock Partners’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 		$420K Sell
4,391
-1,613
-27% -$152K 0.01% 470
2026
Q1 		$527K Sell
6,004
-671
-10% -$61K 0.01% 406
2025
Q4 		$597K Sell
6,675
-1,193
-15% -$106K 0.01% 340
2025
Q3 		$700K Sell
7,868
-260
-3% -$22.6K 0.01% 430
2025
Q2 		$681K Buy
8,128
+1,130
+16% +$89.7K 0.02% 326
2025
Q1 		$559K Buy
+6,998
New +$573K 0.02% 324

Other funds holding DGRW

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NorthRock Partners's DGRW Position: Q2 2026 in Review

NorthRock Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 27% in Q2 2026, selling an estimated $152K and leaving 4,391 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #470.

NorthRock Partners first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $700K in Q3 2025. 650 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • NorthRock Partners held 4,391 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $420K as of Q2 2026.
  • NorthRock Partners sold 1,613 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $152K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #470 holding.
  • NorthRock Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • NorthRock Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $700K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.