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Redwood Financial Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Redwood Financial Network’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 		$258K Sell
2,695
-1,022
-27% -$96.6K 0.14% 153
2026
Q1 		$327K Sell
3,717
-654
-15% -$59.5K 0.21% 128
2025
Q4 		$391K Sell
4,371
-4,540
-51% -$405K 0.25% 113
2025
Q3 		$793K Sell
8,911
-3,727
-29% -$323K 0.5% 56
2025
Q2 		$1.06M Sell
12,638
-307
-2% -$24.4K 0.72% 42
2025
Q1 		$1.03M Sell
12,945
-461
-3% -$37.8K 0.79% 38
2024
Q4 		$1.08M Sell
13,406
-479
-3% -$40.1K 0.81% 38
2024
Q3 		$1.16M Buy
13,885
+37
+0.3% +$2.96K 0.9% 32
2024
Q2 		$1.08M Sell
13,848
-135
-1% -$10.2K 0.91% 33
2024
Q1 		$1.07M Buy
13,983
+195
+1% +$14.2K 0.93% 32
2023
Q4 		$969K Sell
13,788
-99
-0.7% -$6.54K 0.94% 33
2023
Q3 		$882K Buy
13,887
+1,751
+14% +$116K 0.93% 34
2023
Q2 		$809K Buy
12,136
+1,876
+18% +$119K 0.76% 44
2023
Q1 		$640K Buy
10,260
+4,001
+64% +$246K 0.65% 49
2022
Q4 		$378K Buy
+6,259
New +$373K 0.43% 78

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 $2.02B AUM
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

Redwood Financial Network's DGRW Position: Q2 2026 in Review

Redwood Financial Network reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 27% in Q2 2026, selling an estimated $96.6K and leaving 2,695 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #153.

Redwood Financial Network first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Redwood Financial Network held 2,695 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $258K as of Q2 2026.
  • Redwood Financial Network sold 1,022 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $96.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of Redwood Financial Network's portfolio in Q2 2026, its #153 holding.
  • Redwood Financial Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Redwood Financial Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.16M 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 Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.