PFG Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PFG Advisors’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 Q3	$1.26M	Sell	12,983 -875	-6%	-$85.7K	0.06%	324
2026 Q2	$1.33M	Sell	13,858 -924	-6%	-$87.3K	0.07%	311
2026 Q1	$1.3M	Sell	14,782 -7,009	-32%	-$637K	0.06%	317
2025 Q4	$1.95M	Buy	21,791 +483	+2%	+$43.1K	0.09%	249
2025 Q3	$1.9M	Sell	21,308 -197	-0.9%	-$17.1K	0.08%	280
2025 Q2	$1.8M	Buy	21,505 +1,164	+6%	+$92.3K	0.08%	213
2025 Q1	$1.62M	Buy	20,341 +717	+4%	+$58.7K	0.09%	252
2024 Q4	$1.59M	Buy	19,624 +470	+2%	+$39.3K	0.1%	227
2024 Q3	$1.59M	Buy	19,154 +89	+0.5%	+$7.13K	0.1%	222
2024 Q2	$1.49M	Buy	19,065 +4,879	+34%	+$369K	0.1%	225
2024 Q1	$1.08M	Buy	14,186 +1,359	+11%	+$99.1K	0.08%	270
2023 Q4	$901K	Buy	12,827 +690	+6%	+$45.6K	0.07%	284
2023 Q3	$771K	Buy	12,137 +3,118	+35%	+$207K	0.07%	288
2023 Q2	$601K	Buy	9,019 +857	+10%	+$54.4K	0.05%	373
2023 Q1	$509K	Buy	8,162 +3,225	+65%	+$198K	0.04%	378
2022 Q4	$298K	Buy	4,937 +605	+14%	+$36.1K	0.03%	451
2022 Q3	$234K	Buy	4,332 +3	+0.1%	+$177	0.03%	462
2022 Q2	$248K	Buy	4,329 +3	+0.1%	+$182	0.03%	334
2022 Q1	$275K	Buy	4,326 +16	+0.4%	+$1.01K	0.03%	348
2021 Q4	$284K	Hold	4,310	–	–	0.03%	449
2021 Q3	$254K	Hold	4,310	–	–	0.03%	447
2021 Q2	$257K	Hold	4,310	–	–	0.03%	426
2021 Q1	$246K	Hold	4,310	–	–	0.03%	398
2020 Q4	$233K	Sell	4,310 -37	-0.9%	-$1.92K	0.04%	335
2020 Q3	$219K	Sell	4,347 -472	-10%	-$22.9K	0.04%	327
2020 Q2	$222K	Sell	4,819 -80	-2%	-$3.46K	0.05%	281
2020 Q1	$206K	Sell	4,899 -38	-0.8%	-$1.73K	0.06%	263
2019 Q4	$240K	Hold	4,937	–	–	0.06%	265
2019 Q3	$218K	Hold	4,937	–	–	0.06%	280
2019 Q2	$223K	Buy	4,937 +200	+4%	+$8.66K	0.06%	284
2019 Q1	$210K	Buy	+4,737	New	+$195K	0.06%	266

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PFG Advisors's DGRW Position: Q3 2026 in Review

PFG Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.3% in Q3 2026, selling an estimated $85.7K and leaving 12,983 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #324.

PFG Advisors first reported a position in DGRW in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.95M in Q4 2025. 374 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

PFG Advisors held 12,983 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.26M as of Q3 2026.
PFG Advisors sold 875 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $85.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of PFG Advisors's portfolio in Q3 2026, its #324 holding.
PFG Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 31 quarters since.
PFG Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.95M in Q4 2025.
374 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.