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Rooted Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Rooted Wealth Advisors’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
2025
Q2 		– Sell
-2,760
Closed -$224 – 108
2025
Q1 		$224 Hold
2,760
– – ﹤0.01% 91
2024
Q4 		$224K Sell
2,760
-117
-4% -$9.78K 0.09% 86
2024
Q3 		$237K Sell
2,877
-176
-6% -$14.1K 0.11% 86
2024
Q2 		$244K Sell
3,053
-959
-24% -$72.5K 0.11% 78
2024
Q1 		$302K Sell
4,012
-288
-7% -$21K 0.15% 64
2023
Q4 		$311K Sell
4,300
-1,040
-19% -$68.7K 0.16% 62
2023
Q3 		$356K Buy
5,340
+189
+4% +$12.6K 0.22% 53
2023
Q2 		$342K Sell
5,151
-29,495
-85% -$1.87M 0.23% 52
2023
Q1 		$2.17M Buy
34,646
+1,589
+5% +$97.7K 1.61% 17
2022
Q4 		$2M Buy
+33,057
New +$1.97M 1.67% 17

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rooted Wealth Advisors's DGRW Position: Q2 2025 in Review

Rooted Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 2,760 shares — an estimated $224 sold.

Rooted Wealth Advisors first reported a position in DGRW in Q4 2022 and held it in 10 quarters. The position peaked at $2.17M in Q1 2023. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Rooted Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Rooted Wealth Advisors sold 2,760 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $224.
  • Rooted Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 10 quarters.
  • Rooted Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.17M in Q1 2023.
  • 732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Rooted Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.