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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 790 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.
  • 790 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.