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

Opal Wealth 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	–	Sell	-467	Closed	-$41K	–	324
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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

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

Opal Wealth Advisors's DGRW Position: Q2 2026 in Review

Opal Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 467 shares — an estimated $41K sold.

Opal Wealth Advisors first reported a position in DGRW in Q1 2024 and held it in 5 quarters. The position peaked at $41K in Q1 2026. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Opal Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 467 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $41K.
Opal Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 5 quarters.
Opal Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $41K in Q1 2026.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.