Pinnacle Wealth Management Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$21.2M	Buy	222,142 +14,173	+7%	+$1.34M	1.26%	18
2026 Q1	$18.3M	Buy	207,969 +10,568	+5%	+$961K	1.25%	20
2025 Q4	$17.7M	Buy	197,401 +10,923	+6%	+$974K	1.22%	21
2025 Q3	$16.6M	Buy	186,478 +20,123	+12%	+$1.75M	1.25%	21
2025 Q2	$13.9M	Buy	166,355 +19,603	+13%	+$1.56M	1.16%	24
2025 Q1	$11.7M	Buy	146,752 +141,825	+2,879%	+$11.6M	1.09%	25
2024 Q4	$399K	Buy	4,927 +150	+3%	+$12.5K	0.04%	236
2024 Q3	$397K	Buy	4,777 +1,165	+32%	+$93.3K	0.04%	232
2024 Q2	$282K	Buy	+3,612	New	+$273K	0.03%	273

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

Pinnacle Wealth Management Advisory Group's DGRW Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.8% in Q2 2026, buying an estimated $1.34M and bringing the position to 222,142 shares worth $21.2M. The position accounts for 1.26% of the portfolio, ranked #18.

Pinnacle Wealth Management Advisory Group first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 222,142 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.2M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 14,173 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.34M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.26% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #18 holding.
Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.