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Retirement Guys Formula’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Retirement Guys Formula’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
Q1 		$1.42M Sell
16,162
-2,522
-13% -$229K 0.65% 63
2025
Q4 		$1.67M Sell
18,684
-648
-3% -$57.8K 0.76% 51
2025
Q3 		$1.72M Sell
19,332
-248
-1% -$21.5K 0.61% 52
2025
Q2 		$1.64M Sell
19,580
-814
-4% -$64.6K 0.62% 56
2025
Q1 		$1.63M Sell
20,394
-3,165
-13% -$259K 0.81% 39
2024
Q4 		$1.91M Sell
23,559
-3,254
-12% -$272K 0.96% 26
2024
Q3 		$2.23M Buy
26,813
+775
+3% +$62.1K 1.04% 22
2024
Q2 		$2.03M Sell
26,038
-2,586
-9% -$195K 0.97% 26
2024
Q1 		$2.18M Sell
28,624
-14,914
-34% -$1.09M 1.06% 22
2023
Q4 		$3.06M Buy
43,538
+10,227
+31% +$675K 1.64% 12
2023
Q3 		$2.11M Sell
33,311
-2,303
-6% -$153K 1.47% 17
2023
Q2 		$2.37M Buy
35,614
+2,593
+8% +$165K 1.38% 18
2023
Q1 		$2.06M Buy
33,021
+345
+1% +$21.2K 1.47% 20
2022
Q4 		$1.97M Buy
+32,676
New +$1.95M 1.62% 17

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Guys Formula's DGRW Position: Q1 2026 in Review

Retirement Guys Formula reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q1 2026, selling an estimated $229K and leaving 16,162 shares worth $1.42M. The position accounts for 0.65% of the portfolio, ranked #63.

Retirement Guys Formula first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Retirement Guys Formula held 16,162 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.42M as of Q1 2026.
  • Retirement Guys Formula sold 2,522 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $229K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.65% of Retirement Guys Formula's portfolio in Q1 2026, its #63 holding.
  • Retirement Guys Formula first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
  • Retirement Guys Formula's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.06M in Q4 2023.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.