PSI Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PSI Advisors’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 Q2	–	Sell	-155	Closed	-$12.4K	–	234
2025 Q1	$12.4K	Hold	155	–	–	﹤0.01%	426
2024 Q4	$12.5K	Hold	155	–	–	﹤0.01%	489
2024 Q3	$12.9K	Sell	155 -139	-47%	-$11.1K	﹤0.01%	496
2024 Q2	$22.9K	Hold	294	–	–	0.01%	379
2024 Q1	$22.4K	Buy	294 +139	+90%	+$10.1K	0.01%	378
2023 Q4	$10.9K	Hold	155	–	–	﹤0.01%	502
2023 Q3	$9.84K	Hold	155	–	–	﹤0.01%	497
2023 Q2	$10.3K	Hold	155	–	–	﹤0.01%	486
2023 Q1	$9.66K	Sell	155 -65	-30%	-$4K	﹤0.01%	437
2022 Q4	$13.3K	Buy	220 +1	+0.5%	+$60	0.01%	382
2022 Q3	$12K	Hold	219	–	–	0.01%	392
2022 Q2	$13K	Hold	219	–	–	0.01%	412
2022 Q1	$14K	Sell	219 -9	-4%	-$568	0.01%	418
2021 Q4	$15K	Sell	228 -1,056	-82%	-$66.3K	0.01%	442
2021 Q3	$76K	Buy	+1,284	New	+$78.6K	0.03%	230

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PSI Advisors's DGRW Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 155 shares — an estimated $12.4K sold.

PSI Advisors first reported a position in DGRW in Q3 2021 and held it in 15 quarters. The position peaked at $76K in Q3 2021. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

PSI Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 155 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $12.4K.
PSI Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and held it in 15 quarters.
PSI Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $76K in Q3 2021.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.