Obsidian Personal Planning Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$376K	Hold	4,222	–	–	0.13%	67
2025 Q2	$354K	Hold	4,222	–	–	0.14%	60
2025 Q1	$328K	Buy	4,222 +185	+5%	+$15.2K	0.15%	63
2024 Q4	$336K	Hold	4,037	–	–	0.16%	58
2024 Q3	$331K	Sell	4,037 -610	-13%	-$48.9K	0.17%	58
2024 Q2	$363K	Hold	4,647	–	–	0.22%	52
2024 Q1	$339K	Sell	4,647 -130	-3%	-$9.48K	0.22%	54
2023 Q4	$336K	Buy	4,777 +85	+2%	+$5.61K	0.26%	47
2023 Q3	$298K	Hold	4,692	–	–	0.25%	51
2023 Q2	$313K	Buy	4,692 +997	+27%	+$63.3K	0.39%	44
2023 Q1	$230K	Hold	3,695	–	–	0.34%	44
2022 Q4	$223K	Sell	3,695 -344	-9%	-$20.5K	0.36%	40
2022 Q3	$218K	Hold	4,039	–	–	0.4%	37
2022 Q2	$231K	Buy	+4,039	New	+$245K	0.39%	39

Other funds holding DGRW

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obsidian Personal Planning Solutions's DGRW Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2025 at 4,222 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #67.

Obsidian Personal Planning Solutions first reported a position in DGRW in Q2 2022 and has held it in 14 quarters since. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Obsidian Personal Planning Solutions held 4,222 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $376K as of Q3 2025.
Obsidian Personal Planning Solutions left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #67 holding.
Obsidian Personal Planning Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 14 quarters since.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.