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Paragon Capital Management (Colorado)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Paragon Capital Management (Colorado)’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
Q3 		$333K Hold
3,424
– – 0.06% 98
2026
Q2 		$327K Sell
3,424
-2,013
-37% -$190K 0.06% 103
2026
Q1 		$478K Buy
+5,437
New +$494K 0.1% 79
2023
Q2 		– Sell
-3,216
Closed -$200K – 210
2023
Q1 		$200K Buy
+3,216
New +$198K 0.05% 170

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Paragon Capital Management (Colorado)'s DGRW Position: Q3 2026 in Review

Paragon Capital Management (Colorado) held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 3,424 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #98.

Paragon Capital Management (Colorado) first reported a position in DGRW in Q1 2023 and has held it in 4 quarters since. The position peaked at $478K in Q1 2026. 147 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Paragon Capital Management (Colorado) held 3,424 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $333K as of Q3 2026.
  • Paragon Capital Management (Colorado) left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Paragon Capital Management (Colorado)'s portfolio in Q3 2026, its #98 holding.
  • Paragon Capital Management (Colorado) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 4 quarters since.
  • Paragon Capital Management (Colorado)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $478K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.