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

RKL 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	$1.33M	Hold	13,862	–	–	0.11%	83
2026 Q1	$1.22M	Sell	13,862 -538	-4%	-$48.9K	0.11%	84
2025 Q4	$1.29M	Hold	14,400	–	–	0.11%	85
2025 Q3	$1.28M	Sell	14,400 -1,585	-10%	-$137K	0.11%	79
2025 Q2	$1.34M	Hold	15,985	–	–	0.12%	77
2025 Q1	$1.28M	Hold	15,985	–	–	0.12%	85
2024 Q4	$1.29M	Buy	+15,985	New	+$1.34M	0.12%	86

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

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

RKL Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 13,862 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #83.

RKL Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

RKL Wealth Management held 13,862 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.33M as of Q2 2026.
RKL Wealth Management 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 0.11% of RKL Wealth Management's portfolio in Q2 2026, its #83 holding.
RKL 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.
RKL Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.34M in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.