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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWF Advisory Services's DGRW Position: Q1 2026 in Review

NWF Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q1 2026, buying an estimated $83.2K and bringing the position to 8,442 shares worth $742K. The position accounts for 0.08% of the portfolio, ranked #163.

NWF Advisory Services first reported a position in DGRW in Q2 2024 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

NWF Advisory Services held 8,442 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $742K as of Q1 2026.
NWF Advisory Services bought 915 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $83.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of NWF Advisory Services's portfolio in Q1 2026, its #163 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 6 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.