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 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

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

Powers Advisory Group's DGRW Position: Q2 2026 in Review

Powers Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.7% in Q2 2026, buying an estimated $362K and bringing the position to 48,081 shares worth $4.6M. The position accounts for 1.44% of the portfolio, ranked #17.

Powers Advisory Group first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Powers Advisory Group held 48,081 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.6M as of Q2 2026.
Powers Advisory Group bought 3,829 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $362K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.44% of Powers Advisory Group's portfolio in Q2 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 9 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.