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Regent Peak Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Regent Peak Wealth 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
2026
Q2 		$353K Hold
3,687
– – 0.07% 133
2026
Q1 		$324K Sell
3,687
-570
-13% -$51.8K 0.07% 135
2025
Q4 		$381K Sell
4,257
-113
-3% -$10.1K 0.08% 115
2025
Q3 		$389K Buy
+4,370
New +$379K 0.08% 109
2025
Q1 		$381K Hold
4,777
– – 0.09% 97
2024
Q4 		$387K Buy
4,777
+262
+6% +$21.9K 0.09% 100
2024
Q3 		$376K Sell
4,515
-15
-0.3% -$1.2K 0.09% 101
2024
Q2 		$354K Buy
4,530
+4
+0.1% +$302 0.08% 111
2024
Q1 		$345K Buy
4,526
+15
+0.3% +$1.09K 0.09% 108
2023
Q4 		$317K Buy
4,511
+58
+1% +$3.83K 0.09% 107
2023
Q3 		$283K Sell
4,453
-1,750
-28% -$116K 0.09% 114
2023
Q2 		$413K Sell
6,203
-755
-11% -$48K 0.12% 87
2023
Q1 		$434K Buy
6,958
+195
+3% +$12K 0.13% 83
2022
Q4 		$408K Buy
6,763
+223
+3% +$13.3K 0.13% 91
2022
Q3 		$352K Sell
6,540
-1,967
-23% -$116K 0.12% 102
2022
Q2 		$487K Buy
+8,507
New +$516K 0.16% 87

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Regent Peak Wealth Advisors's DGRW Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,687 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #133.

Regent Peak Wealth Advisors first reported a position in DGRW in Q2 2022 and has held it in 16 quarters since. The position peaked at $487K in Q2 2022. 145 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,687 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $353K as of Q2 2026.
  • Regent Peak Wealth Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Regent Peak Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 16 quarters since.
  • Regent Peak Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $487K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.