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 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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Objective Capital Management's DGRW Position: Q2 2026 in Review

Objective Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q2 2026, buying an estimated $945 and bringing the position to 4,921 shares worth $471K. The position accounts for 0.42% of the portfolio, ranked #58.

Objective Capital Management first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Objective Capital Management held 4,921 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $471K as of Q2 2026.
Objective Capital Management bought 10 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $945.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of Objective Capital Management's portfolio in Q2 2026, its #58 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 9 quarters since.
158 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.