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OneDigital Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

OneDigital Investment Advisors’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 		$49.2M Buy
514,236
+4,415
+0.9% +$417K 0.42% 49
2026
Q1 		$44.8M Buy
509,821
+460
+0.1% +$41.8K 0.44% 46
2025
Q4 		$45.6M Sell
509,361
-1,675
-0.3% -$149K 0.45% 42
2025
Q3 		$45.5M Sell
511,036
-6,152
-1% -$534K 0.47% 43
2025
Q2 		$43.3M Sell
517,188
-1,415
-0.3% -$112K 0.48% 41
2025
Q1 		$41.4M Buy
518,603
+15,328
+3% +$1.26M 0.49% 42
2024
Q4 		$40.7M Buy
503,275
+4,755
+1% +$398K 0.47% 44
2024
Q3 		$41.5M Buy
498,520
+1,532
+0.3% +$123K 0.47% 44
2024
Q2 		$38.8M Sell
496,988
-117
-0% -$8.84K 0.48% 44
2024
Q1 		$37.9M Buy
497,105
+20,173
+4% +$1.47M 0.6% 37
2023
Q4 		$33.5M Sell
476,932
-10,368
-2% -$685K 0.59% 39
2023
Q3 		$30.9M Sell
487,300
-1,199
-0.2% -$79.7K 0.67% 37
2023
Q2 		$32.6M Sell
488,499
-2,809
-0.6% -$178K 0.72% 33
2023
Q1 		$30.6M Buy
+491,308
New +$30.2M 0.72% 31
2021
Q1 		– Sell
-5,945
Closed -$321K – 711
2020
Q4 		$321K Sell
5,945
-639
-10% -$33.1K 0.02% 474
2020
Q3 		$326K Sell
6,584
-989
-13% -$48K 0.02% 406
2020
Q2 		$344K Sell
7,573
-942
-11% -$40.8K 0.02% 411
2020
Q1 		$331K Sell
8,515
-1,706
-17% -$77.5K 0.03% 351
2019
Q4 		$495K Buy
10,221
+3,197
+46% +$149K 0.04% 303
2019
Q3 		$317K Buy
+7,024
New +$311K 0.03% 368

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OneDigital Investment Advisors's DGRW Position: Q2 2026 in Review

OneDigital Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.87% in Q2 2026, buying an estimated $417K and bringing the position to 514,236 shares worth $49.2M. The position accounts for 0.42% of the portfolio, ranked #49.

OneDigital Investment Advisors first reported a position in DGRW in Q3 2019 and has held it in 20 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • OneDigital Investment Advisors held 514,236 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $49.2M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,415 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $417K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of OneDigital Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 20 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.