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

Rubicon 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
2026 Q2	$1.72M	Buy	+17,958	New	+$1.7M	1.25%	22

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 $103B AUM 28.65% 1-Year Est. Return

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

Rubicon Advisors's DGRW Position: Q2 2026 in Review

Rubicon Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 17,958 shares worth $1.72M. The stake represents 1.25% of the portfolio and ranks #22 among its holdings.

786 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Rubicon Advisors held 17,958 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.72M as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Rubicon Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.25% of Rubicon Advisors's portfolio in Q2 2026, its #22 holding.
786 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.