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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Powers Advisory Group's DGRW Position: Q1 2026 in Review

Powers Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.3% in Q1 2026, buying an estimated $343K and bringing the position to 44,252 shares worth $3.89M. The position accounts for 1.37% of the portfolio, ranked #18.

Powers Advisory Group first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Powers Advisory Group held 44,252 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.89M as of Q1 2026.
Powers Advisory Group bought 3,776 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $343K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.37% of Powers Advisory Group's portfolio in Q1 2026, its #18 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 8 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.