RW
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
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% +$1,000K 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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RVW Wealth's DGRW Position: Q2 2026 in Review

RVW Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q2 2026, buying an estimated $1.17M and bringing the position to 842,307 shares worth $80.5M. The position accounts for 5.3% of the portfolio, ranked #3.

RVW Wealth first reported a position in DGRW in Q1 2019 and has held it in 30 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • RVW Wealth held 842,307 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $80.5M as of Q2 2026.
  • RVW Wealth bought 12,345 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.17M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.3% of RVW Wealth's portfolio in Q2 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 30 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.