ORG Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

ORG Partners’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
2025 Q4	$1.11M	Sell	12,421 -5,529	-31%	-$493K	0.2%	112
2025 Q3	$1.6M	Buy	17,950 +294	+2%	+$25.5K	0.29%	74
2025 Q2	$1.49M	Buy	17,656 +271	+2%	+$21.5K	0.32%	70
2025 Q1	$1.39M	Buy	17,385 +3,438	+25%	+$282K	0.34%	60
2024 Q4	$1.13M	Buy	13,947 +5,947	+74%	+$497K	0.15%	107
2024 Q3	$666K	Buy	+8,000	New	+$641K	0.11%	139

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ORG Partners's DGRW Position: Q4 2025 in Review

ORG Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 31% in Q4 2025, selling an estimated $493K and leaving 12,421 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #112.

ORG Partners first reported a position in DGRW in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2025. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

ORG Partners held 12,421 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.11M as of Q4 2025.
ORG Partners sold 5,529 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $493K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.2% of ORG Partners's portfolio in Q4 2025, its #112 holding.
ORG Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 6 quarters since.
ORG Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.6M in Q3 2025.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.