&Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

&Partners’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	$8.97M	Buy	93,764 +3,776	+4%	+$357K	0.04%	406
2026 Q1	$7.91M	Buy	89,988 +3,919	+5%	+$356K	0.04%	394
2025 Q4	$7.7M	Buy	86,069 +4,974	+6%	+$443K	0.04%	370
2025 Q3	$7.21M	Buy	81,095 +2,563	+3%	+$222K	0.05%	336
2025 Q2	$6.56M	Buy	78,532 +32,832	+72%	+$2.6M	0.05%	312
2025 Q1	$3.62M	Buy	45,700 +31,588	+224%	+$2.59M	0.04%	369
2024 Q4	$1.15M	Buy	14,112 +1,633	+13%	+$137K	0.01%	715
2024 Q3	$1.04M	Buy	12,479 +8,919	+251%	+$714K	0.02%	562
2024 Q2	$278K	Buy	+3,560	New	+$269K	0.01%	736

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

&Partners's DGRW Position: Q2 2026 in Review

&Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.2% in Q2 2026, buying an estimated $357K and bringing the position to 93,764 shares worth $8.97M. The position accounts for 0.04% of the portfolio, ranked #406.

&Partners first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

&Partners held 93,764 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.97M as of Q2 2026.
&Partners bought 3,776 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $357K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of &Partners's portfolio in Q2 2026, its #406 holding.
&Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.