Panoramic Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Panoramic Investment 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 Q2	$1.38M	Sell	14,421 -4,191	-23%	-$396K	0.66%	40
2026 Q1	$1.63M	Sell	18,612 -757	-4%	-$68.8K	0.88%	33
2025 Q4	$1.73M	Sell	19,369 -2,528	-12%	-$225K	0.94%	34
2025 Q3	$1.95M	Buy	21,897 +780	+4%	+$67.7K	1.1%	30
2025 Q2	$1.77M	Buy	21,117 +176	+0.8%	+$14K	1.09%	33
2025 Q1	$1.67M	Buy	20,941 +347	+2%	+$28.4K	1.13%	29
2024 Q4	$1.67M	Buy	20,594 +1,821	+10%	+$152K	1.09%	30
2024 Q3	$1.56M	Buy	+18,773	New	+$1.5M	1.08%	30
2024 Q1	$1.37M	Buy	17,946 +2,959	+20%	+$216K	1.01%	32
2023 Q4	$1.05M	Buy	14,987 +5,000	+50%	+$330K	0.91%	34
2023 Q3	$634K	Buy	+9,987	New	+$664K	0.58%	46

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Panoramic Investment Advisors's DGRW Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 23% in Q2 2026, selling an estimated $396K and leaving 14,421 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #40.

Panoramic Investment Advisors first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q3 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Panoramic Investment Advisors held 14,421 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.38M as of Q2 2026.
Panoramic Investment Advisors sold 4,191 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $396K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.66% of Panoramic Investment Advisors's portfolio in Q2 2026, its #40 holding.
Panoramic Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
Panoramic Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.95M in Q3 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.