Prestige Wealth Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prestige Wealth Management 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	$57.9M	Buy	605,899 +2,273	+0.4%	+$215K	10.52%	1
2026 Q1	$53M	Sell	603,626 -19,720	-3%	-$1.79M	10.41%	1
2025 Q4	$55.7M	Sell	623,346 -2,104	-0.3%	-$188K	10.64%	1
2025 Q3	$55.6M	Sell	625,450 -17,017	-3%	-$1.48M	10.74%	1
2025 Q2	$53.8M	Buy	642,467 +11,022	+2%	+$874K	10.96%	1
2025 Q1	$50.4M	Sell	631,445 -15,115	-2%	-$1.24M	10.78%	1
2024 Q4	$52.4M	Sell	646,560 -8,933	-1%	-$747K	10.88%	1
2024 Q3	$54.5M	Sell	655,493 -16,276	-2%	-$1.3M	11.28%	1
2024 Q2	$52.4M	Sell	671,769 -25,293	-4%	-$1.91M	11.32%	1
2024 Q1	$53.1M	Sell	697,062 -53,065	-7%	-$3.87M	11.44%	1
2023 Q4	$52.7M	Sell	750,127 -8,898	-1%	-$588K	11.96%	1
2023 Q3	$48.2M	Sell	759,025 -26,942	-3%	-$1.79M	11.88%	1
2023 Q2	$52.4M	Sell	785,967 -79,299	-9%	-$5.04M	12.41%	1
2023 Q1	$53.9M	Sell	865,266 -36,120	-4%	-$2.22M	13.56%	1
2022 Q4	$54.4M	Buy	901,386 +3,776	+0.4%	+$225K	14.18%	1
2022 Q3	$48.4M	Buy	897,610 +6,602	+0.7%	+$390K	13.6%	1
2022 Q2	$51.1M	Buy	891,008 +26,313	+3%	+$1.6M	13.85%	1
2022 Q1	$55.1M	Buy	864,695 +36,146	+4%	+$2.28M	13.55%	1
2021 Q4	$54.6M	Buy	828,549 +30,673	+4%	+$1.93M	13.04%	1
2021 Q3	$46.9M	Buy	797,876 +28,936	+4%	+$1.77M	12.02%	1
2021 Q2	$45.9M	Buy	768,940 +2,926	+0.4%	+$173K	12.18%	1
2021 Q1	$43.8M	Buy	766,014 +73,489	+11%	+$4.03M	11.98%	1
2020 Q4	$37.4M	Buy	692,525 +39,873	+6%	+$2.06M	10.24%	1
2020 Q3	$32.4M	Buy	652,652 +255,223	+64%	+$12.4M	9.77%	2
2020 Q2	$18.1M	Buy	397,429 +396,348	+36,665%	+$17.2M	6.37%	4
2020 Q1	$42K	Buy	1,081 +931	+621%	+$42.3K	0.02%	191
2019 Q4	$7K	Buy	+150	New	+$7K	﹤0.01%	377

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

Prestige Wealth Management Group's DGRW Position: Q2 2026 in Review

Prestige Wealth Management Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.38% in Q2 2026, buying an estimated $215K and bringing the position to 605,899 shares worth $57.9M. The position accounts for 10.52% of the portfolio, ranked #1.

Prestige Wealth Management Group first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. 789 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Prestige Wealth Management Group held 605,899 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $57.9M as of Q2 2026.
Prestige Wealth Management Group bought 2,273 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $215K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 10.52% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1 holding.
Prestige Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
789 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.