Ridgewood Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-87	Closed	-$7.29K	–	319
2025 Q2	$7.29K	Hold	87	–	–	﹤0.01%	553
2025 Q1	$6.95K	Hold	87	–	–	﹤0.01%	528
2024 Q4	$7.04K	Hold	87	–	–	﹤0.01%	538
2024 Q3	$7.24K	Hold	87	–	–	﹤0.01%	551
2024 Q2	$6.79K	Buy	+87	New	+$6.58K	﹤0.01%	558
2023 Q3	–	Sell	-87	Closed	-$5.8K	–	317
2023 Q2	$5.8K	Hold	87	–	–	﹤0.01%	576
2023 Q1	$5.42K	Buy	+87	New	+$5.35K	﹤0.01%	581

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ridgewood Investments's DGRW Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 87 shares — an estimated $7.29K sold.

Ridgewood Investments first reported a position in DGRW in Q1 2023 and held it in 7 quarters. The position peaked at $7.29K in Q2 2025. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Ridgewood Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 87 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $7.29K.
Ridgewood Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.29K in Q2 2025.
725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.