PAS
DGRW icon

Park Avenue Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Park Avenue Securities’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 		$5.44M Sell
56,915
-1,378
-2% -$130K 0.03% 360
2026
Q1 		$5.12M Buy
58,293
+747
+1% +$67.9K 0.04% 306
2025
Q4 		$5.15M Buy
57,546
+2,800
+5% +$250K 0.04% 305
2025
Q3 		$4.87M Sell
54,746
-533
-1% -$46.2K 0.04% 332
2025
Q2 		$4.63M Buy
+55,279
New +$4.39M 0.04% 290
2025
Q1 		– Sell
-55,909
Closed -$4.53M – 1256
2024
Q4 		$4.53M Buy
55,909
+3,099
+6% +$259K 0.05% 263
2024
Q3 		$4.39M Buy
52,810
+1,490
+3% +$119K 0.05% 249
2024
Q2 		$4.01M Buy
51,320
+6,988
+16% +$528K 0.05% 249
2024
Q1 		$3.38M Buy
44,332
+2,593
+6% +$189K 0.04% 263
2023
Q4 		$2.93M Buy
41,739
+2,541
+6% +$168K 0.04% 272
2023
Q3 		$2.49M Sell
39,198
-2,366
-6% -$157K 0.04% 275
2023
Q2 		$2.77M Sell
41,564
-8,164
-16% -$519K 0.04% 246
2023
Q1 		$3.1M Buy
49,728
+1,715
+4% +$105K 0.05% 212
2022
Q4 		$2.9M Sell
48,013
-1,912
-4% -$114K 0.05% 223
2022
Q3 		$2.69M Buy
49,925
+25
+0.1% +$1.48K 0.05% 205
2022
Q2 		$2.86M Buy
49,900
+3,068
+7% +$186K 0.06% 204
2022
Q1 		$2.98M Sell
46,832
-9,296
-17% -$587K 0.05% 199
2021
Q4 		$3.7M Buy
56,128
+599
+1% +$37.6K 0.07% 163
2021
Q3 		$3.27M Buy
55,529
+25,474
+85% +$1.56M 0.07% 162
2021
Q2 		$1.79M Buy
30,055
+7,227
+32% +$427K 0.04% 247
2021
Q1 		$1.31M Sell
22,828
-26,605
-54% -$1.46M 0.03% 275
2020
Q4 		$2.67M Sell
49,433
-937
-2% -$48.5K 0.07% 119
2020
Q3 		$2.5M Sell
50,370
-6
-0% -$291 0.08% 111
2020
Q2 		$2.29M Sell
50,376
-86
-0.2% -$3.72K 0.09% 103
2020
Q1 		$1.96M Buy
+50,462
New +$2.29M 0.17% 51

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Park Avenue Securities's DGRW Position: Q2 2026 in Review

Park Avenue Securities reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q2 2026, selling an estimated $130K and leaving 56,915 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #360.

Park Avenue Securities first reported a position in DGRW in Q1 2020 and has held it in 25 quarters since. 348 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Park Avenue Securities held 56,915 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.44M as of Q2 2026.
  • Park Avenue Securities sold 1,378 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $130K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #360 holding.
  • Park Avenue Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 25 quarters since.
  • 348 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.