Potomac Fund Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Potomac Fund Management’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	$27.8M	Buy	+290,900	New	+$27.5M	0.7%	14
2025 Q4	–	Sell	-222,766	Closed	-$19.8M	–	110
2025 Q3	$19.8M	Buy	+222,766	New	+$19.3M	0.84%	13

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

Potomac Fund Management's DGRW Position: Q2 2026 in Review

Potomac Fund Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 290,900 shares worth $27.8M. The stake represents 0.7% of the portfolio and ranks #14 among its holdings. This is a return to the name: Potomac Fund Management previously reported a position in DGRW as recently as Q3 2025.

Potomac Fund Management first reported a position in DGRW in Q3 2025 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Potomac Fund Management held 290,900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $27.8M as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Potomac Fund Management position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.7% of Potomac Fund Management's portfolio in Q2 2026, its #14 holding.
Potomac Fund Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.