NWF Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

NWF Advisory Services’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 Q3	$846K	Buy	8,703 +247	+3%	+$24.2K	0.08%	161
2026 Q2	$808K	Buy	8,456 +14	+0.2%	+$1.32K	0.08%	164
2026 Q1	$742K	Buy	8,442 +915	+12%	+$83.2K	0.08%	163
2025 Q4	$673K	Buy	7,527 +126	+2%	+$11.2K	0.07%	165
2025 Q3	$658K	Buy	7,401 +1,492	+25%	+$129K	0.07%	178
2025 Q2	$495K	Buy	+5,909	New	+$469K	0.06%	206
2024 Q4	–	Sell	-5,168	Closed	-$430K	–	312
2024 Q3	$430K	Buy	5,168 +2,260	+78%	+$181K	0.06%	187
2024 Q2	$227K	Buy	+2,908	New	+$220K	0.04%	263

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

NWF Advisory Services's DGRW Position: Q3 2026 in Review

NWF Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.9% in Q3 2026, buying an estimated $24.2K and bringing the position to 8,703 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #161.

NWF Advisory Services first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

NWF Advisory Services held 8,703 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $846K as of Q3 2026.
NWF Advisory Services bought 247 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $24.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of NWF Advisory Services's portfolio in Q3 2026, its #161 holding.
NWF Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.