Nova Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Nova Wealth Management’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	$51.1K	Sell	534 -69	-11%	-$6.52K	0.03%	222
2026 Q1	$53K	Sell	603 -64	-10%	-$5.82K	0.03%	196
2025 Q4	$59.6K	Sell	667 -555	-45%	-$49.5K	0.04%	188
2025 Q3	$109K	Sell	1,222 -2,958	-71%	-$257K	0.08%	165
2025 Q2	$350K	Sell	4,180 -565	-12%	-$44.8K	0.26%	93
2025 Q1	$379K	Buy	4,745 +288	+6%	+$23.6K	0.33%	80
2024 Q4	$361K	Buy	+4,457	New	+$373K	0.31%	81

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Nova Wealth Management's DGRW Position: Q2 2026 in Review

Nova Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, selling an estimated $6.52K and leaving 534 shares worth $51.1K. The position accounts for 0.03% of the portfolio, ranked #222.

Nova Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2025. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Nova Wealth Management held 534 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $51.1K as of Q2 2026.
Nova Wealth Management sold 69 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.52K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #222 holding.
Nova Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $379K in Q1 2025.
140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.