Root Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Root Financial Partners’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	–	Sell	-871	Closed	-$76.5K	–	1112
2026 Q1	$76.5K	Sell	871 -13	-1%	-$1.18K	﹤0.01%	682
2025 Q4	$79K	Buy	884 +65	+8%	+$5.79K	﹤0.01%	548
2025 Q3	$72.9K	Buy	+819	New	+$71K	﹤0.01%	543

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Root Financial Partners's DGRW Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 871 shares — an estimated $76.5K sold.

Root Financial Partners first reported a position in DGRW in Q3 2025 and held it in 3 quarters. The position peaked at $79K in Q4 2025. 354 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Root Financial Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 871 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $76.5K.
Root Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $79K in Q4 2025.
354 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.