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

ORBA 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	$2.94M	Sell	30,730 -2,419	-7%	-$229K	2.51%	10
2026 Q1	$2.91M	Sell	33,149 -6,444	-16%	-$586K	3.47%	8
2025 Q4	$3.54M	Sell	39,593 -9,582	-19%	-$854K	3.07%	9
2025 Q3	$4.37M	Sell	49,175 -64	-0.1%	-$5.55K	3.6%	6
2025 Q2	$4.12M	Sell	49,239 -58,055	-54%	-$4.61M	3.75%	6
2025 Q1	$8.57M	Buy	107,294 +13,658	+15%	+$1.12M	4.32%	3
2024 Q4	$7.58M	Sell	93,636 -4,275	-4%	-$357K	3.96%	4
2024 Q3	$8.15M	Buy	97,911 +2,089	+2%	+$167K	4.12%	4
2024 Q2	$7.48M	Buy	95,822 +4,993	+5%	+$377K	3.87%	5
2024 Q1	$6.92M	Buy	90,829 +2,221	+3%	+$162K	3.83%	6
2023 Q4	$6.23M	Buy	+88,608	New	+$5.85M	3.73%	5

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

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

ORBA Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.3% in Q2 2026, selling an estimated $229K and leaving 30,730 shares worth $2.94M. The position accounts for 2.51% of the portfolio, ranked #10.

ORBA Wealth Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.57M in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

ORBA Wealth Advisors held 30,730 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.94M as of Q2 2026.
ORBA Wealth Advisors sold 2,419 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $229K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.51% of ORBA Wealth Advisors's portfolio in Q2 2026, its #10 holding.
ORBA Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.57M in Q1 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.