Princeton Global Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Princeton Global Asset Management’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	$23.9K	Hold	250	–	–	﹤0.01%	456
2026 Q1	$22K	Hold	250	–	–	﹤0.01%	470
2025 Q4	$22.4K	Hold	250	–	–	﹤0.01%	471
2025 Q3	$22.2K	Hold	250	–	–	﹤0.01%	437
2025 Q2	$20.9K	Hold	250	–	–	﹤0.01%	432
2025 Q1	$20K	Sell	250 -350	-58%	-$28.7K	﹤0.01%	398
2024 Q4	$48.6K	Hold	600	–	–	0.01%	323
2024 Q3	$49.9K	Hold	600	–	–	0.01%	319
2024 Q2	$46.8K	Hold	600	–	–	0.01%	301
2024 Q1	$45.7K	Hold	600	–	–	0.01%	277
2023 Q4	$42.2K	Buy	+600	New	+$39.6K	0.01%	286

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

Princeton Global Asset Management's DGRW Position: Q2 2026 in Review

Princeton Global Asset Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 250 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Princeton Global Asset Management first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.9K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Princeton Global Asset Management held 250 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.9K as of Q2 2026.
Princeton Global Asset Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #456 holding.
Princeton Global Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Princeton Global Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $49.9K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.