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Private Wealth Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Private Wealth 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
2025
Q4 		– Sell
-158
Closed -$14.1K – 1111
2025
Q3 		$14.1K Hold
158
– – ﹤0.01% 579
2025
Q2 		$13.2K Buy
+158
New +$12.5K ﹤0.01% 607

Other funds holding DGRW

PNC Financial Services Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Wealth Asset Management's DGRW Position: Q4 2025 in Review

Private Wealth Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 158 shares — an estimated $14.1K sold.

Private Wealth Asset Management first reported a position in DGRW in Q2 2025 and held it in 2 quarters. The position peaked at $14.1K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Private Wealth Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 158 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $14.1K.
  • Private Wealth Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.1K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.