Plante Moran Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Plante Moran Financial 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 Q2	$358K	Buy	3,743 +1,671	+81%	+$158K	0.02%	113
2026 Q1	$182K	Sell	2,072 -833	-29%	-$75.7K	0.01%	173
2025 Q4	$260K	Hold	2,905	–	–	0.02%	147
2025 Q3	$258K	Buy	2,905 +673	+30%	+$58.4K	0.02%	146
2025 Q2	$187K	Buy	2,232 +1,399	+168%	+$111K	0.01%	167
2025 Q1	$66.5K	Hold	833	–	–	0.01%	297
2024 Q4	$67.4K	Hold	833	–	–	0.01%	306
2024 Q3	$69.3K	Hold	833	–	–	0.01%	339
2024 Q2	$65K	Buy	+833	New	+$63K	0.01%	300
2019 Q2	–	Sell	-960	Closed	-$41K	–	786
2019 Q1	$41K	Buy	+960	New	+$39.6K	0.01%	372

Other funds holding DGRW

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Plante Moran Financial Advisors's DGRW Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 81% in Q2 2026, buying an estimated $158K and bringing the position to 3,743 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #113.

Plante Moran Financial Advisors first reported a position in DGRW in Q1 2019 and has held it in 10 quarters since. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Plante Moran Financial Advisors held 3,743 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $358K as of Q2 2026.
Plante Moran Financial Advisors bought 1,671 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $158K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #113 holding.
Plante Moran Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 10 quarters since.
526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.