Onyx Bridge Wealth Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Onyx Bridge Wealth Group’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	–	Sell	-3,178	Closed	-$284K	–	375
2025 Q4	$284K	Sell	3,178 -47	-1%	-$4.19K	0.03%	293
2025 Q3	$287K	Sell	3,225 -96,989	-97%	-$8.41M	0.03%	287
2025 Q2	$8.39M	Buy	+100,214	New	+$7.95M	1.11%	25
2023 Q3	–	Sell	-3,594	Closed	-$240K	–	240
2023 Q2	$240K	Buy	+3,594	New	+$228K	0.06%	196

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Onyx Bridge Wealth Group's DGRW Position: Q1 2026 in Review

Onyx Bridge Wealth Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 3,178 shares — an estimated $284K sold.

Onyx Bridge Wealth Group first reported a position in DGRW in Q2 2023 and held it in 4 quarters. The position peaked at $8.39M in Q2 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Onyx Bridge Wealth Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Onyx Bridge Wealth Group sold 3,178 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $284K.
Onyx Bridge Wealth Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 4 quarters.
Onyx Bridge Wealth Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.39M in Q2 2025.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.