Orion Portfolio Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.47M	Sell	18,463 -5,964	-24%	-$489K	0.01%	875
2024 Q4	$1.98M	Buy	24,427 +3,973	+19%	+$332K	0.02%	704
2024 Q3	$1.7M	Buy	20,454 +4,208	+26%	+$337K	0.02%	771
2024 Q2	$1.27M	Buy	+16,246	New	+$1.23M	0.01%	871
2020 Q3	–	Sell	-2,035	Closed	-$93K	–	807
2020 Q2	$93K	Hold	2,035	–	–	0.01%	560
2020 Q1	$79K	Hold	2,035	–	–	0.01%	494
2019 Q4	$99K	Buy	+2,035	New	+$95K	0.01%	420

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Orion Portfolio Solutions's DGRW Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 24% in Q1 2025, selling an estimated $489K and leaving 18,463 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #875.

Orion Portfolio Solutions first reported a position in DGRW in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Orion Portfolio Solutions held 18,463 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.47M as of Q1 2025.
Orion Portfolio Solutions sold 5,964 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $489K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #875 holding.
Orion Portfolio Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 7 quarters since.
Orion Portfolio Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.98M in Q4 2024.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.