Raub Brock Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Raub Brock Capital 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	$1.03M	Buy	10,726 +14	+0.1%	+$1.32K	0.28%	29
2026 Q1	$941K	Buy	10,712 +485	+5%	+$44.1K	0.24%	29
2025 Q4	$915K	Hold	10,227	–	–	0.2%	29
2025 Q3	$910K	Buy	10,227 +2,142	+26%	+$186K	0.2%	29
2025 Q2	$677K	Buy	+8,085	New	+$641K	0.15%	30

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

Raub Brock Capital Management's DGRW Position: Q2 2026 in Review

Raub Brock Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.13% in Q2 2026, buying an estimated $1.32K and bringing the position to 10,726 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #29.

Raub Brock Capital Management first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Raub Brock Capital Management held 10,726 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.03M as of Q2 2026.
Raub Brock Capital Management bought 14 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.32K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.28% of Raub Brock Capital Management's portfolio in Q2 2026, its #29 holding.
Raub Brock Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Raub Brock Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.