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 Q3	$52.9K	Buy	+544	New	+$53.3K	﹤0.01%	1058
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's DGRW Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2026: 544 shares worth $52.9K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DGRW as recently as Q1 2026.

Root Financial Partners first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $79K in Q4 2025. 415 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Root Financial Partners held 544 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $52.9K as of Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Root Financial Partners position in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1058 holding.
Root Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $79K in Q4 2025.
415 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.