Prasad Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prasad Wealth Partners’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	$364K	Buy	3,807 +9	+0.2%	+$850	0.09%	108
2026 Q1	$334K	Buy	3,798 +7	+0.2%	+$636	0.09%	98
2025 Q4	$339K	Sell	3,791 -101	-3%	-$9K	0.09%	97
2025 Q3	$346K	Buy	3,892 +9	+0.2%	+$781	0.1%	95
2025 Q2	$325K	Sell	3,883 -697	-15%	-$55.3K	0.1%	89
2025 Q1	$366K	Sell	4,580 -2,316	-34%	-$190K	0.12%	77
2024 Q4	$558K	Buy	+6,896	New	+$577K	0.18%	59

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

Prasad Wealth Partners's DGRW Position: Q2 2026 in Review

Prasad Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.24% in Q2 2026, buying an estimated $850 and bringing the position to 3,807 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #108.

Prasad Wealth Partners first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Prasad Wealth Partners held 3,807 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $364K as of Q2 2026.
Prasad Wealth Partners bought 9 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $850.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Prasad Wealth Partners's portfolio in Q2 2026, its #108 holding.
Prasad Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $558K in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.