Peck Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Peck Wealth Management’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	$1.2M	Hold	12,581	–	–	1.01%	34
2026 Q1	$1.11M	Sell	12,581 -600	-5%	-$54.6K	1.11%	33
2025 Q4	$1.18M	Sell	13,181 -3,695	-22%	-$329K	1.11%	33
2025 Q3	$1.5M	Buy	+16,876	New	+$1.46M	1.44%	26

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 $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Peck Wealth Management's DGRW Position: Q2 2026 in Review

Peck Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 12,581 shares worth $1.2M. The position accounts for 1.01% of the portfolio, ranked #34.

Peck Wealth Management first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q3 2025. 786 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Peck Wealth Management held 12,581 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.2M as of Q2 2026.
Peck Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.01% of Peck Wealth Management's portfolio in Q2 2026, its #34 holding.
Peck Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Peck Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.5M in Q3 2025.
786 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.