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

PFG Investments’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	$410K	Buy	4,284 +8	+0.2%	+$756	0.02%	771
2026 Q1	$376K	Buy	4,276 +72	+2%	+$6.55K	0.02%	741
2025 Q4	$376K	Buy	4,204 +326	+8%	+$29.1K	0.02%	694
2025 Q3	$345K	Buy	3,878 +282	+8%	+$24.5K	0.02%	710
2025 Q2	$301K	Buy	3,596 +8	+0.2%	+$635	0.02%	737
2025 Q1	$287K	Buy	3,588 +457	+15%	+$37.4K	0.02%	730
2024 Q4	$253K	Buy	3,131 +7	+0.2%	+$585	0.02%	785
2024 Q3	$260K	Buy	3,124 +7	+0.2%	+$561	0.02%	782
2024 Q2	$243K	Buy	3,117 +296	+10%	+$22.4K	0.02%	746
2024 Q1	$215K	Buy	+2,821	New	+$206K	0.01%	870

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 $1.78B AUM 13.07% 1-Year Est. Return

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

PFG Investments's DGRW Position: Q2 2026 in Review

PFG Investments increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.19% in Q2 2026, buying an estimated $756 and bringing the position to 4,284 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #771.

PFG Investments first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

PFG Investments held 4,284 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $410K as of Q2 2026.
PFG Investments bought 8 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $756.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #771 holding.
PFG Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.