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 Q2	$509K	Sell	5,328 -70	-1%	-$6.61K	0.03%	294
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 $1.55T 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

PDS Planning's DGRW Position: Q2 2026 in Review

PDS Planning reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.3% in Q2 2026, selling an estimated $6.61K and leaving 5,328 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #294.

PDS Planning first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q3 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

PDS Planning held 5,328 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $509K as of Q2 2026.
PDS Planning sold 70 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.61K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of PDS Planning's portfolio in Q2 2026, its #294 holding.
PDS Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
PDS Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.55M in Q3 2024.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.