Perryman Financial Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Perryman Financial Advisory’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	$5.9M	Sell	61,729 -2,077	-3%	-$196K	0.79%	37
2026 Q1	$5.6M	Buy	63,806 +993	+2%	+$90.3K	0.84%	37
2025 Q4	$5.62M	Buy	+62,813	New	+$5.6M	0.82%	34

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

Perryman Financial Advisory's DGRW Position: Q2 2026 in Review

Perryman Financial Advisory reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.3% in Q2 2026, selling an estimated $196K and leaving 61,729 shares worth $5.9M. The position accounts for 0.79% of the portfolio, ranked #37.

Perryman Financial Advisory first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Perryman Financial Advisory held 61,729 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.9M as of Q2 2026.
Perryman Financial Advisory sold 2,077 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $196K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.79% of Perryman Financial Advisory's portfolio in Q2 2026, its #37 holding.
Perryman Financial Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.