Objective Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Objective Capital 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 Q3	$479K	Buy	4,931 +10	+0.2%	+$979	0.43%	55
2026 Q2	$471K	Buy	4,921 +10	+0.2%	+$945	0.42%	58
2026 Q1	$431K	Buy	4,911 +14	+0.3%	+$1.27K	0.44%	60
2025 Q4	$438K	Buy	4,897 +19	+0.4%	+$1.69K	0.45%	55
2025 Q3	$434K	Buy	4,878 +31	+0.6%	+$2.69K	0.45%	52
2025 Q2	$406K	Buy	4,847 +20	+0.4%	+$1.59K	0.46%	52
2025 Q1	$385K	Buy	4,827 +28	+0.6%	+$2.29K	0.49%	50
2024 Q4	$388K	Buy	4,799 +1,424	+42%	+$119K	0.26%	80
2024 Q3	$281K	Buy	+3,375	New	+$270K	0.17%	121
2024 Q1	$243K	Buy	+3,193	New	+$233K	0.16%	116

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

Objective Capital Management's DGRW Position: Q3 2026 in Review

Objective Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q3 2026, buying an estimated $979 and bringing the position to 4,931 shares worth $479K. The position accounts for 0.43% of the portfolio, ranked #55.

Objective Capital Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 207 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Objective Capital Management held 4,931 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $479K as of Q3 2026.
Objective Capital Management bought 10 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $979.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.43% of Objective Capital Management's portfolio in Q3 2026, its #55 holding.
Objective Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
207 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.