PDS Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PDS Planning’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 Q1	$474K	Sell	5,398 -112	-2%	-$10.2K	0.03%	281
2025 Q4	$493K	Hold	5,510	–	–	0.03%	261
2025 Q3	$490K	Sell	5,510 -1,830	-25%	-$159K	0.03%	256
2025 Q2	$615K	Hold	7,340	–	–	0.05%	198
2025 Q1	$586K	Hold	7,340	–	–	0.05%	187
2024 Q4	$594K	Sell	7,340 -11,242	-60%	-$940K	0.05%	166
2024 Q3	$1.55M	Buy	+18,582	New	+$1.49M	0.14%	74

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PDS Planning's DGRW Position: Q1 2026 in Review

PDS Planning reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q1 2026, selling an estimated $10.2K and leaving 5,398 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #281.

PDS Planning first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

PDS Planning held 5,398 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $474K as of Q1 2026.
PDS Planning sold 112 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $10.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of PDS Planning's portfolio in Q1 2026, its #281 holding.
PDS Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
PDS Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.55M in Q3 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.