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

Robertson Stephens 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	$1.21M	Sell	12,699 -223	-2%	-$21.1K	0.03%	282
2026 Q1	$1.14M	Sell	12,922 -1	-0%	-$91	0.03%	283
2025 Q4	$1.16M	Sell	12,923 -1,281	-9%	-$114K	0.03%	271
2025 Q3	$1.26M	Sell	14,204 -1,596	-10%	-$138K	0.04%	226
2025 Q2	$1.32M	Buy	15,800 +136	+0.9%	+$10.8K	0.04%	233
2025 Q1	$1.25M	Sell	15,664 -765	-5%	-$62.7K	0.04%	239
2024 Q4	$1.33M	Sell	16,429 -581	-3%	-$48.6K	0.05%	233
2024 Q3	$1.42M	Buy	17,010 +1,271	+8%	+$102K	0.05%	241
2024 Q2	$1.23M	Sell	15,739 -23	-0.1%	-$1.74K	0.06%	198
2024 Q1	$1.2M	Buy	+15,762	New	+$1.15M	0.06%	213

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

Robertson Stephens Wealth Management's DGRW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, selling an estimated $21.1K and leaving 12,699 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #282.

Robertson Stephens Wealth Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2024. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Robertson Stephens Wealth Management held 12,699 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.21M as of Q2 2026.
Robertson Stephens Wealth Management sold 223 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $21.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #282 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.42M in Q3 2024.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.