PFGIA
DGRW icon

Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-21,874
Closed -$1.83M – 514
2025
Q2 		$1.83M Buy
21,874
+2,898
+15% +$230K 0.21% 124
2025
Q1 		$1.52M Buy
18,976
+4,766
+34% +$390K 0.2% 124
2024
Q4 		$1.15M Buy
14,210
+896
+7% +$74.9K 0.15% 160
2024
Q3 		$1.11M Buy
13,314
+2,012
+18% +$161K 0.15% 165
2024
Q2 		$882K Sell
11,302
-207
-2% -$15.6K 0.13% 180
2024
Q1 		$877K Buy
11,509
+12
+0.1% +$875 0.14% 165
2023
Q4 		$808K Buy
11,497
+1,686
+17% +$111K 0.15% 157
2023
Q3 		$623K Sell
9,811
-384
-4% -$25.5K 0.13% 191
2023
Q2 		$680K Buy
10,195
+617
+6% +$39.2K 0.13% 186
2023
Q1 		$597K Buy
9,578
+1,116
+13% +$68.6K 0.12% 194
2022
Q4 		$511K Buy
8,462
+1,586
+23% +$94.6K 0.07% 206
2022
Q3 		$371K Sell
6,876
-48
-0.7% -$2.84K 0.09% 246
2022
Q2 		$397K Buy
6,924
+963
+16% +$58.4K 0.08% 244
2022
Q1 		$380K Buy
5,961
+502
+9% +$31.7K 0.07% 284
2021
Q4 		$360K Buy
5,459
+152
+3% +$9.55K 0.06% 304
2021
Q3 		$312K Buy
5,307
+1,069
+25% +$65.4K 0.06% 329
2021
Q2 		$253K Sell
4,238
-1,364
-24% -$80.6K 0.05% 373
2021
Q1 		$320K Sell
5,602
-5,132
-48% -$282K 0.07% 280
2020
Q4 		$580K Sell
10,734
-1,164
-10% -$60.3K 0.15% 152
2020
Q3 		$590K Buy
11,898
+856
+8% +$41.5K 0.19% 113
2020
Q2 		$502K Buy
11,042
+524
+5% +$22.7K 0.19% 119
2020
Q1 		$409K Buy
10,518
+9,488
+921% +$431K 0.19% 112
2019
Q4 		$50K Buy
1,030
+586
+132% +$27.3K 0.02% 476
2019
Q3 		$20K Buy
+444
New +$19.6K 0.01% 647
2018
Q4 		– Sell
-635
Closed -$28K – 1007
2018
Q3 		$28K Hold
635
– – 0.02% 410
2018
Q2 		$26K Sell
635
-3,993
-86% -$164K 0.03% 251
2018
Q1 		$182K Buy
4,628
+1,374
+42% +$57.8K 0.13% 145
2017
Q4 		$137K Buy
3,254
+1,209
+59% +$48.2K 0.1% 166
2017
Q3 		$79K Buy
2,045
+700
+52% +$26.1K 0.07% 201
2017
Q2 		$50K Sell
1,345
-1,137
-46% -$41.2K 0.05% 241
2017
Q1 		$88K Hold
2,482
– – 0.09% 160
2016
Q4 		$84K Buy
+2,482
New +$80.8K 0.11% 155

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DGRW Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 21,874 shares — an estimated $1.83M sold.

Patriot Financial Group Insurance Agency first reported a position in DGRW in Q4 2016 and held it in 32 quarters. The position peaked at $1.83M in Q2 2025. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 21,874 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $1.83M.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 32 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.83M in Q2 2025.
  • 724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.