Prosperity Consulting Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prosperity Consulting 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	$8.26M	Sell	86,339 -5,609	-6%	-$530K	0.31%	57
2026 Q1	$8.08M	Sell	91,948 -5,090	-5%	-$463K	0.36%	52
2025 Q4	$8.68M	Sell	97,038 -794	-0.8%	-$70.8K	0.39%	48
2025 Q3	$8.7M	Sell	97,832 -6,484	-6%	-$562K	0.43%	44
2025 Q2	$8.74M	Sell	104,316 -2,698	-3%	-$214K	0.64%	33
2025 Q1	$8.55M	Sell	107,014 -2,071	-2%	-$170K	0.66%	33
2024 Q4	$8.83M	Sell	109,085 -5,623	-5%	-$470K	0.66%	33
2024 Q3	$9.54M	Sell	114,708 -4,179	-4%	-$335K	0.74%	26
2024 Q2	$9.28M	Sell	118,887 -20,694	-15%	-$1.56M	1.26%	12
2024 Q1	$10.6M	Buy	+139,581	New	+$10.2M	1.33%	12

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

Prosperity Consulting Group's DGRW Position: Q2 2026 in Review

Prosperity Consulting Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.1% in Q2 2026, selling an estimated $530K and leaving 86,339 shares worth $8.26M. The position accounts for 0.31% of the portfolio, ranked #57.

Prosperity Consulting Group first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q1 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Prosperity Consulting Group held 86,339 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.26M as of Q2 2026.
Prosperity Consulting Group sold 5,609 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $530K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.31% of Prosperity Consulting Group's portfolio in Q2 2026, its #57 holding.
Prosperity Consulting Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.6M in Q1 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.