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

Palo Alto 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
2025
Q3 		$21.2M Buy
236,775
+7,133
+3% +$619K 6.18% 4
2025
Q2 		$19.2M Buy
229,642
+3,937
+2% +$312K 7.27% 4
2025
Q1 		$18.1M Buy
225,705
+10,839
+5% +$888K 7.08% 4
2024
Q4 		$17.4M Buy
214,866
+8,995
+4% +$752K 6.1% 4
2024
Q3 		$17.3M Buy
205,871
+341
+0.2% +$27.3K 7.17% 4
2024
Q2 		$16M Buy
205,530
+1,643
+0.8% +$124K 11.09% 2
2024
Q1 		$15.5M Sell
203,887
-4,792
-2% -$350K 10.95% 2
2023
Q4 		$14.7M Sell
208,679
-1,883
-0.9% -$124K 11.09% 2
2023
Q3 		$13.4M Buy
210,562
+4,128
+2% +$274K 11.16% 2
2023
Q2 		$13.8M Buy
206,434
+7,717
+4% +$490K 10.98% 2
2023
Q1 		$12.4M Buy
198,717
+4,867
+3% +$299K 9.92% 2
2022
Q4 		$11.7M Buy
+193,850
New +$11.6M 9.97% 2

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Palo Alto Wealth Advisors's DGRW Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q3 2025, buying an estimated $619K and bringing the position to 236,775 shares worth $21.2M. The position accounts for 6.18% of the portfolio, ranked #4.

Palo Alto Wealth Advisors first reported a position in DGRW in Q4 2022 and has held it in 12 quarters since. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Palo Alto Wealth Advisors held 236,775 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.2M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 7,133 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $619K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.18% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #4 holding.
  • Palo Alto Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 12 quarters since.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.