REAP Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

REAP Financial 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	$363K	Sell	3,796 -396	-9%	-$37.4K	0.06%	87
2026 Q1	$368K	Sell	4,192 -631	-13%	-$57.4K	0.07%	85
2025 Q4	$431K	Sell	4,823 -48	-1%	-$4.28K	0.09%	78
2025 Q3	$433K	Sell	4,871 -33	-0.7%	-$2.86K	0.09%	72
2025 Q2	$411K	Sell	4,904 -238	-5%	-$18.9K	0.1%	75
2025 Q1	$411K	Sell	5,142 -583	-10%	-$47.8K	0.1%	73
2024 Q4	$463K	Sell	5,725 -597	-9%	-$49.9K	0.11%	73
2024 Q3	$526K	Buy	+6,322	New	+$506K	0.13%	72
2024 Q1	–	Sell	-92	Closed	-$6.47K	–	610
2023 Q4	$6.47K	Buy	+92	New	+$6.08K	﹤0.01%	445

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

REAP Financial Group's DGRW Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.4% in Q2 2026, selling an estimated $37.4K and leaving 3,796 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #87.

REAP Financial Group first reported a position in DGRW in Q4 2023 and has held it in 9 quarters since. The position peaked at $526K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

REAP Financial Group held 3,796 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $363K as of Q2 2026.
REAP Financial Group sold 396 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $37.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of REAP Financial Group's portfolio in Q2 2026, its #87 holding.
REAP Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 9 quarters since.
REAP Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $526K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.