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Retirement Planning Group (Kansas)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Retirement Planning Group (Kansas)’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 		$10.9M Sell
113,879
-1,857
-2% -$175K 0.28% 42
2026
Q1 		$10.2M Sell
115,736
-583
-0.5% -$53K 0.32% 35
2025
Q4 		$10.4M Sell
116,319
-2,533
-2% -$226K 0.34% 35
2025
Q3 		$10.6M Buy
118,852
+183
+0.2% +$15.9K 0.37% 33
2025
Q2 		$9.94M Buy
118,669
+1,330
+1% +$106K 0.42% 28
2025
Q1 		$9.37M Sell
117,339
-2,197
-2% -$180K 0.44% 28
2024
Q4 		$9.67M Sell
119,536
-5,995
-5% -$501K 0.49% 27
2024
Q3 		$10.4M Buy
125,531
+69,598
+124% +$5.57M 0.57% 27
2024
Q2 		$4.37M Sell
55,933
-1,280
-2% -$96.7K 0.28% 38
2024
Q1 		$4.36M Sell
57,213
-4,717
-8% -$344K 0.33% 36
2023
Q4 		$4.35M Sell
61,930
-1,074
-2% -$70.9K 0.39% 29
2023
Q3 		$4M Sell
63,004
-1,705
-3% -$113K 0.42% 25
2023
Q2 		$4.31M Sell
64,709
-399
-0.6% -$25.3K 0.43% 24
2023
Q1 		$4.06M Buy
65,108
+9,705
+18% +$596K 0.43% 25
2022
Q4 		$3.34M Buy
55,403
+29,461
+114% +$1.76M 0.38% 27
2022
Q3 		$1.4M Buy
+25,942
New +$1.53M 0.18% 42

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

Retirement Planning Group (Kansas)'s DGRW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q2 2026, selling an estimated $175K and leaving 113,879 shares worth $10.9M. The position accounts for 0.28% of the portfolio, ranked #42.

Retirement Planning Group (Kansas) first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Retirement Planning Group (Kansas) held 113,879 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.9M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 1,857 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $175K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.28% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #42 holding.
  • Retirement Planning Group (Kansas) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • 795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.