OPWM
DGRW icon

Oxinas Partners Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Oxinas Partners Wealth Management’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 		$13.1M Sell
136,804
-9,538
-7% -$901K 5.16% 2
2026
Q1 		$12.9M Buy
146,342
+3,922
+3% +$357K 5.87% 2
2025
Q4 		$12.7M Buy
142,420
+2,490
+2% +$222K 6.13% 1
2025
Q3 		$12.4M Buy
139,930
+861
+0.6% +$74.7K 6.67% 1
2025
Q2 		$11.6M Buy
139,069
+171
+0.1% +$13.6K 5.98% 1
2025
Q1 		$11.1M Buy
138,898
+14,035
+11% +$1.15M 6.55% 1
2024
Q4 		$10.1M Buy
124,863
+6,870
+6% +$574K 5.92% 1
2024
Q3 		$9.82M Buy
117,993
+12,886
+12% +$1.03M 6.02% 1
2024
Q2 		$8.2M Sell
105,107
-4,026
-4% -$304K 5.46% 2
2024
Q1 		$8.31M Buy
109,133
+613
+0.6% +$44.7K 5.4% 1
2023
Q4 		$7.63M Buy
108,520
+601
+0.6% +$39.7K 5.41% 1
2023
Q3 		$6.85M Buy
107,919
+2,172
+2% +$144K 5.09% 1
2023
Q2 		$7.05M Buy
105,747
+2,425
+2% +$154K 4.62% 4
2023
Q1 		$6.44M Buy
103,322
+271
+0.3% +$16.7K 4.65% 3
2022
Q4 		$6.22M Buy
103,051
+6,926
+7% +$413K 5.25% 2
2022
Q3 		$5.18M Sell
96,125
-4,019
-4% -$238K 4.28% 3
2022
Q2 		$5.74M Buy
100,144
+2,893
+3% +$175K 4.36% 4
2022
Q1 		$6.19M Buy
97,251
+29,878
+44% +$1.89M 3.88% 4
2021
Q4 		$4.44M Buy
67,373
+60,684
+907% +$3.81M 2.53% 7
2021
Q3 		$394K Sell
6,689
-244
-4% -$14.9K 0.23% 94
2021
Q2 		$414K Sell
6,933
-200
-3% -$11.8K 0.24% 99
2021
Q1 		$408K Sell
7,133
-65,206
-90% -$3.58M 0.26% 94
2020
Q4 		$3.9M Buy
+72,339
New +$3.74M 2.9% 9

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Oxinas Partners Wealth Management's DGRW Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.5% in Q2 2026, selling an estimated $901K and leaving 136,804 shares worth $13.1M. The position accounts for 5.16% of the portfolio, ranked #2.

Oxinas Partners Wealth Management first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Oxinas Partners Wealth Management held 136,804 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.1M as of Q2 2026.
  • Oxinas Partners Wealth Management sold 9,538 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $901K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.16% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Oxinas Partners Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.