Opal Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41K Buy
+467
New +$42.5K 0.01% 440
2025
Q3
Sell
-467
Closed -$39.1K 287
2025
Q2
$39.1K Hold
467
0.01% 418
2025
Q1
$37.3K Buy
+467
New +$38.3K 0.01% 396
2024
Q3
Sell
-467
Closed -$36.5K 436
2024
Q2
$36.5K Hold
467
0.01% 395
2024
Q1
$35.6K Buy
+467
New +$34.1K 0.01% 217

Other funds holding DGRW

Opal Wealth Advisors's DGRW Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 467 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in DGRW as recently as Q2 2025.

Opal Wealth Advisors first reported a position in DGRW in Q1 2024 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Opal Wealth Advisors held 467 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $41K as of Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Opal Wealth Advisors position in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #440 holding.
  • Opal Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.