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

Operose 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	$92.7K	Hold	969	–	–	0.02%	249
2026 Q1	$85.1K	Sell	969 -44	-4%	-$4K	0.02%	234
2025 Q4	$90.6K	Buy	1,013 +219	+28%	+$19.5K	0.02%	233
2025 Q3	$70.6K	Hold	794	–	–	0.02%	231
2025 Q2	$66.5K	Hold	794	–	–	0.02%	207
2025 Q1	$63.4K	Hold	794	–	–	0.02%	195
2024 Q4	$64.3K	Hold	794	–	–	0.02%	194
2024 Q3	$66.1K	Hold	794	–	–	0.02%	234
2024 Q2	$62K	Hold	794	–	–	0.02%	218
2024 Q1	$60.5K	Hold	794	–	–	0.02%	234
2023 Q4	$55.8K	Hold	794	–	–	0.02%	213
2023 Q3	$50.4K	Hold	794	–	–	0.02%	313
2023 Q2	$52.9K	Hold	794	–	–	0.02%	160
2023 Q1	$49.5K	Hold	794	–	–	0.02%	157
2022 Q4	$47.9K	Hold	794	–	–	0.03%	156
2022 Q3	$43K	Hold	794	–	–	0.03%	157
2022 Q2	$46K	Hold	794	–	–	0.03%	144
2022 Q1	$51K	Hold	794	–	–	0.04%	145
2021 Q4	$52K	Buy	+794	New	+$49.9K	0.04%	133

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

Operose Advisors's DGRW Position: Q2 2026 in Review

Operose Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 969 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #249.

Operose Advisors first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Operose Advisors held 969 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $92.7K as of Q2 2026.
Operose Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #249 holding.
Operose Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.