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Prospera Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prospera Financial Services’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 		$6.31M Buy
66,007
+1,815
+3% +$171K 0.09% 237
2026
Q1 		$5.64M Sell
64,192
-20,260
-24% -$1.84M 0.09% 242
2025
Q4 		$7.56M Sell
84,452
-707
-0.8% -$63K 0.12% 176
2025
Q3 		$7.58M Sell
85,159
-1,209
-1% -$105K 0.13% 167
2025
Q2 		$7.23M Buy
86,368
+5,167
+6% +$410K 0.13% 165
2025
Q1 		$6.49M Buy
81,201
+3,221
+4% +$264K 0.15% 157
2024
Q4 		$6.31M Sell
77,980
-902
-1% -$75.4K 0.15% 154
2024
Q3 		$6.56M Buy
78,882
+16,159
+26% +$1.29M 0.17% 132
2024
Q2 		$4.9M Buy
62,723
+19,698
+46% +$1.49M 0.14% 165
2024
Q1 		$3.28M Buy
43,025
+6,679
+18% +$487K 0.1% 231
2023
Q4 		$2.55M Buy
36,346
+1,085
+3% +$71.7K 0.08% 268
2023
Q3 		$2.24M Buy
35,261
+12,126
+52% +$806K 0.09% 252
2023
Q2 		$1.54M Buy
23,135
+5,892
+34% +$374K 0.06% 313
2023
Q1 		$1.08M Buy
17,243
+246
+1% +$15.1K 0.04% 402
2022
Q4 		$1.03M Buy
16,997
+1,841
+12% +$110K 0.05% 351
2022
Q3 		$818K Buy
15,156
+334
+2% +$19.8K 0.04% 407
2022
Q2 		$850K Buy
14,822
+696
+5% +$42.2K 0.04% 403
2022
Q1 		$900K Buy
14,126
+26
+0.2% +$1.64K 0.04% 453
2021
Q4 		$929K Buy
14,100
+44
+0.3% +$2.76K 0.04% 433
2021
Q3 		$828K Sell
14,056
-62
-0.4% -$3.79K 0.04% 409
2021
Q2 		$843K Buy
14,118
+40
+0.3% +$2.36K 0.04% 414
2021
Q1 		$806K Buy
14,078
+3,269
+30% +$179K 0.05% 377
2020
Q4 		$584K Buy
10,809
+10,399
+2,536% +$538K 0.04% 392
2020
Q3 		$20K Sell
410
-10,329
-96% -$501K 0.01% 893
2020
Q2 		$489K Buy
10,739
+48
+0.4% +$2.08K 0.04% 357
2020
Q1 		$416K Buy
10,691
+39
+0.4% +$1.77K 0.04% 338
2019
Q4 		$516K Buy
10,652
+759
+8% +$35.4K 0.04% 381
2019
Q3 		$446K Buy
9,893
+42
+0.4% +$1.86K 0.05% 333
2019
Q2 		$430K Buy
9,851
+248
+3% +$10.7K 0.05% 318
2019
Q1 		$423K Buy
9,603
+38
+0.4% +$1.57K 0.14% 194
2018
Q4 		$367K Buy
9,565
+392
+4% +$16.2K 0.07% 250
2018
Q3 		$376K Sell
9,173
-299
-3% -$12.9K 0.07% 267
2018
Q2 		$388K Sell
9,472
-144
-1% -$5.91K 0.05% 288
2018
Q1 		$388K Buy
9,616
+4,008
+71% +$168K 0.05% 286
2017
Q4 		$232K Buy
+5,608
New +$224K 0.04% 354

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prospera Financial Services's DGRW Position: Q2 2026 in Review

Prospera Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.8% in Q2 2026, buying an estimated $171K and bringing the position to 66,007 shares worth $6.31M. The position accounts for 0.09% of the portfolio, ranked #237.

Prospera Financial Services first reported a position in DGRW in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.58M in Q3 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Prospera Financial Services held 66,007 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.31M as of Q2 2026.
  • Prospera Financial Services bought 1,815 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $171K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #237 holding.
  • Prospera Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 35 quarters since.
  • Prospera Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.58M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.