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

Parallel 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	$79.4K	Hold	830	–	–	﹤0.01%	1860
2026 Q1	$72.9K	Hold	830	–	–	﹤0.01%	1769
2025 Q4	$74.2K	Hold	830	–	–	﹤0.01%	1627
2025 Q3	$73.8K	Buy	830 +377	+83%	+$32.7K	﹤0.01%	1575
2025 Q2	$37.9K	Hold	453	–	–	﹤0.01%	1878
2025 Q1	$36.2K	Hold	453	–	–	﹤0.01%	1834
2024 Q4	$36.7K	Hold	453	–	–	﹤0.01%	1823
2024 Q3	$37.7K	Hold	453	–	–	﹤0.01%	1773
2024 Q2	$35.4K	Hold	453	–	–	﹤0.01%	1702
2024 Q1	$34.5K	Sell	453 -1,360	-75%	-$99.2K	﹤0.01%	1676
2023 Q4	$127K	Buy	1,813 +1,360	+300%	+$89.8K	﹤0.01%	1013
2023 Q3	$28.8K	Hold	453	–	–	﹤0.01%	1666
2023 Q2	$30.2K	Hold	453	–	–	﹤0.01%	1650
2023 Q1	$28.2K	Sell	453 -633	-58%	-$38.9K	﹤0.01%	1658
2022 Q4	$65.6K	Hold	1,086	–	–	﹤0.01%	1154
2022 Q3	$59K	Hold	1,086	–	–	﹤0.01%	1187
2022 Q2	$62K	Hold	1,086	–	–	﹤0.01%	1153
2022 Q1	$70K	Hold	1,086	–	–	﹤0.01%	1131
2021 Q4	$72K	Hold	1,086	–	–	﹤0.01%	1148
2021 Q3	$64K	Hold	1,086	–	–	﹤0.01%	1176
2021 Q2	$65K	Buy	+1,086	New	+$64.2K	﹤0.01%	1118

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

Parallel Advisors's DGRW Position: Q2 2026 in Review

Parallel Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 830 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Parallel Advisors first reported a position in DGRW in Q2 2021 and has held it in 21 quarters since. The position peaked at $127K in Q4 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Parallel Advisors held 830 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $79.4K as of Q2 2026.
Parallel Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1860 holding.
Parallel Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 21 quarters since.
Parallel Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $127K in Q4 2023.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.