Powers Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Powers 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 Q3	$5.37M	Buy	55,247 +7,166	+15%	+$702K	1.63%	17
2026 Q2	$4.6M	Buy	48,081 +3,829	+9%	+$362K	1.44%	17
2026 Q1	$3.89M	Buy	44,252 +3,776	+9%	+$343K	1.37%	18
2025 Q4	$3.62M	Buy	40,476 +4,910	+14%	+$438K	1.36%	16
2025 Q3	$3.16M	Buy	35,566 +7,323	+26%	+$635K	1.26%	17
2025 Q2	$2.37M	Buy	28,243 +6,493	+30%	+$515K	1.04%	17
2025 Q1	$1.74M	Buy	21,750 +13,041	+150%	+$1.07M	0.83%	23
2024 Q4	$705K	Buy	8,709 +2,715	+45%	+$227K	0.35%	48
2024 Q3	$499K	Buy	5,994 +89	+2%	+$7.13K	0.25%	62
2024 Q2	$461K	Buy	+5,905	New	+$446K	0.25%	61

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Powers Advisory Group's DGRW Position: Q3 2026 in Review

Powers Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 15% in Q3 2026, buying an estimated $702K and bringing the position to 55,247 shares worth $5.37M. The position accounts for 1.63% of the portfolio, ranked #17.

Powers Advisory Group first reported a position in DGRW in Q2 2024 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Powers Advisory Group held 55,247 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.37M as of Q3 2026.
Powers Advisory Group bought 7,166 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $702K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.63% of Powers Advisory Group's portfolio in Q3 2026, its #17 holding.
Powers Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 10 quarters since.
166 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.