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

PlanVest Financial’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 		– Sell
-519
Closed -$45.6K – 602
2026
Q1 		$45.6K Buy
+519
New +$47.2K 0.03% 222

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PlanVest Financial's DGRW Position: Q2 2026 in Review

PlanVest Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 519 shares — an estimated $45.6K sold.

PlanVest Financial first reported a position in DGRW in Q1 2026 and held it in 1 quarter. The position peaked at $45.6K in Q1 2026. 760 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • PlanVest Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • PlanVest Financial sold 519 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $45.6K.
  • PlanVest Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and held it in 1 quarter.
  • PlanVest Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $45.6K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.