RVW Wealth
DGRW icon

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

RVW Wealth’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 		$81.1M Sell
833,624
-8,683
-1% -$850K 5.2% 3
2026
Q2 		$80.5M Buy
842,307
+12,345
+1% +$1.17M 5.3% 3
2026
Q1 		$72.9M Buy
829,962
+6,934
+0.8% +$630K 5.68% 3
2025
Q4 		$73.6M Buy
823,028
+384
+0% +$34.2K 5.62% 3
2025
Q3 		$73.2M Buy
822,644
+18,373
+2% +$1.59M 5.71% 3
2025
Q2 		$67.3M Sell
804,271
-28,576
-3% -$2.27M 5.72% 3
2025
Q1 		$66.5M Sell
832,847
-6,492
-0.8% -$532K 6.26% 4
2024
Q4 		$67.9M Buy
839,339
+9,062
+1% +$758K 6.34% 2
2024
Q3 		$69.1M Buy
830,277
+8,698
+1% +$697K 6.42% 2
2024
Q2 		$64.1M Buy
821,579
+25,022
+3% +$1.89M 6.4% 2
2024
Q1 		$60.7M Buy
796,557
+36,693
+5% +$2.68M 6.24% 2
2023
Q4 		$53.4M Buy
759,864
+37,429
+5% +$2.47M 5.87% 2
2023
Q3 		$45.9M Buy
722,435
+15,049
+2% +$1000K 5.53% 2
2023
Q2 		$47.2M Buy
707,386
+42,357
+6% +$2.69M 5.56% 2
2023
Q1 		$41.5M Buy
665,029
+57,719
+10% +$3.55M 5.14% 2
2022
Q4 		$36.7M Buy
607,310
+24,916
+4% +$1.49M 4.67% 2
2022
Q3 		$31.4M Sell
582,394
-28,571
-5% -$1.69M 4.41% 2
2022
Q2 		$35M Sell
610,965
-354
-0.1% -$21.5K 4.69% 2
2022
Q1 		$38.9M Buy
611,319
+16,416
+3% +$1.04M 4.5% 3
2021
Q4 		$39.2M Buy
594,903
+2,281
+0.4% +$143K 4.38% 3
2021
Q3 		$35M Buy
592,622
+20,487
+4% +$1.25M 4.21% 4
2021
Q2 		$34M Buy
572,135
+32,015
+6% +$1.89M 4.25% 4
2021
Q1 		$31M Buy
540,120
+35,616
+7% +$1.95M 4.05% 3
2020
Q4 		$27M Buy
504,504
+16,946
+3% +$877K 3.96% 3
2020
Q3 		$24.2M Sell
487,558
-3,931
-0.8% -$191K 4.08% 2
2020
Q2 		$22.4M Buy
491,489
+290,444
+144% +$12.6M 4.09% 2
2020
Q1 		$7.82M Sell
201,045
-223,964
-53% -$10.2M 1.83% 17
2019
Q4 		$20.6M Buy
425,009
+452
+0.1% +$21.1K 4.51% 4
2019
Q3 		$19.1M Sell
424,557
-17,720
-4% -$784K 4.55% 5
2019
Q2 		$19.3M Buy
442,277
+21,492
+5% +$931K 4.6% 4
2019
Q1 		$18.1M Buy
+420,785
New +$17.4M 4.62% 5

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

RVW Wealth's DGRW Position: Q3 2026 in Review

RVW Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1% in Q3 2026, selling an estimated $850K and leaving 833,624 shares worth $81.1M. The position accounts for 5.2% of the portfolio, ranked #3.

RVW Wealth first reported a position in DGRW in Q1 2019 and has held it in 31 quarters since. 222 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • RVW Wealth held 833,624 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $81.1M as of Q3 2026.
  • RVW Wealth sold 8,683 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $850K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.2% of RVW Wealth's portfolio in Q3 2026, its #3 holding.
  • RVW Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 31 quarters since.
  • 222 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.