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

Outlook 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 Q1	$620K	Sell	7,057 -362	-5%	-$32.9K	0.15%	154
2025 Q4	$664K	Sell	7,419 -157	-2%	-$14K	0.15%	136
2025 Q3	$674K	Sell	7,576 -419	-5%	-$36.3K	0.17%	129
2025 Q2	$670K	Hold	7,995	–	–	0.17%	113
2025 Q1	$638K	Sell	7,995 -94	-1%	-$7.7K	0.18%	116
2024 Q4	$655K	Buy	8,089 +331	+4%	+$27.7K	0.19%	113
2024 Q3	$646K	Buy	7,758 +362	+5%	+$29K	0.19%	113
2024 Q2	$577K	Hold	7,396	–	–	0.18%	116
2024 Q1	$564K	Buy	7,396 +839	+13%	+$61.2K	0.17%	124
2023 Q4	$461K	Sell	6,557 -163	-2%	-$10.8K	0.16%	128
2023 Q3	$427K	Sell	6,720 -211	-3%	-$14K	0.16%	132
2023 Q2	$462K	Sell	6,931 -43	-0.6%	-$2.73K	0.17%	133
2023 Q1	$435K	Sell	6,974 -116	-2%	-$7.13K	0.19%	128
2022 Q4	$428K	Sell	7,090 -169,845	-96%	-$10.1M	0.2%	114
2022 Q3	$9.54M	Sell	176,935 -38,735	-18%	-$2.29M	4.28%	2
2022 Q2	$12.4M	Sell	215,670 -14,555	-6%	-$882K	5.06%	1
2022 Q1	$14.7M	Buy	230,225 +100,111	+77%	+$6.32M	4.9%	2
2021 Q4	$8.57M	Buy	130,114 +102,632	+373%	+$6.45M	2.52%	8
2021 Q3	$1.62M	Buy	27,482 +2,741	+11%	+$168K	0.53%	45
2021 Q2	$1.48M	Buy	24,741 +18,512	+297%	+$1.09M	0.47%	58
2021 Q1	$356K	Sell	6,229 -464	-7%	-$25.5K	0.12%	159
2020 Q4	$361K	Sell	6,693 -372	-5%	-$19.3K	0.13%	148
2020 Q3	$350K	Sell	7,065 -544	-7%	-$26.4K	0.14%	141
2020 Q2	$346K	Buy	7,609 +181	+2%	+$7.83K	0.15%	136
2020 Q1	$289K	Sell	7,428 -26,684	-78%	-$1.21M	0.16%	126
2019 Q4	$1.65M	Sell	34,112 -1,080	-3%	-$50.4K	0.93%	28
2019 Q3	$1.59M	Sell	35,192 -677	-2%	-$30K	0.95%	30
2019 Q2	$1.57M	Buy	35,869 +11,968	+50%	+$518K	1.03%	26
2019 Q1	$1.03M	Buy	23,901 +16,751	+234%	+$691K	0.85%	28
2018 Q4	$2.74M	Buy	+7,150	New	+$296K	1.25%	14

Other funds holding DGRW

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

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

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

Outlook Wealth Advisors's DGRW Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.9% in Q1 2026, selling an estimated $32.9K and leaving 7,057 shares worth $620K. The position accounts for 0.15% of the portfolio, ranked #154.

Outlook Wealth Advisors first reported a position in DGRW in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.7M in Q1 2022. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Outlook Wealth Advisors held 7,057 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $620K as of Q1 2026.
Outlook Wealth Advisors sold 362 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $32.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Outlook Wealth Advisors's portfolio in Q1 2026, its #154 holding.
Outlook Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
Outlook Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.7M in Q1 2022.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.