Riverbend Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Riverbend Wealth Management’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	$8.48M	Buy	88,670 +4,558	+5%	+$431K	4.26%	2
2026 Q1	$7.39M	Buy	84,112 +3,265	+4%	+$297K	4.23%	3
2025 Q4	$7.23M	Buy	80,847 +3,822	+5%	+$341K	4.49%	2
2025 Q3	$6.85M	Sell	77,025 -175	-0.2%	-$15.2K	4.78%	2
2025 Q2	$6.46M	Buy	77,200 +2,205	+3%	+$175K	4.89%	2
2025 Q1	$5.99M	Sell	74,995 -1,302	-2%	-$107K	5.36%	2
2024 Q4	$6.18M	Buy	+76,297	New	+$6.38M	5.51%	2

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Riverbend Wealth Management's DGRW Position: Q2 2026 in Review

Riverbend Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q2 2026, buying an estimated $431K and bringing the position to 88,670 shares worth $8.48M. The position accounts for 4.26% of the portfolio, ranked #2.

Riverbend Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Riverbend Wealth Management held 88,670 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.48M as of Q2 2026.
Riverbend Wealth Management bought 4,558 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $431K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 4.26% of Riverbend Wealth Management's portfolio in Q2 2026, its #2 holding.
Riverbend Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.