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SageView Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SageView Advisory Group’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
Q4 		$462K Sell
5,162
-2,271
-31% -$202K 0.02% 374
2025
Q3 		$661K Sell
7,433
-350
-4% -$30.4K 0.02% 332
2025
Q2 		$670K Sell
7,783
-979
-11% -$77.7K 0.03% 311
2025
Q1 		$700K Sell
8,762
-1,376
-14% -$113K 0.03% 280
2024
Q4 		$820K Buy
10,138
+3,886
+62% +$325K 0.04% 252
2024
Q3 		$520K Sell
6,252
-2,591
-29% -$208K 0.03% 296
2024
Q2 		$690K Buy
+8,843
New +$668K 0.03% 286
2024
Q1 		– Sell
-94,630
Closed -$6.82M – 565
2023
Q4 		$6.82M Buy
94,630
+71,248
+305% +$4.71M 0.29% 51
2023
Q3 		$1.48M Sell
23,382
-6,684
-22% -$444K 0.09% 145
2023
Q2 		$2M Buy
30,066
+11,448
+61% +$727K 0.11% 118
2023
Q1 		$1.16M Buy
18,618
+287
+2% +$17.6K 0.07% 183
2022
Q4 		$1.11M Buy
+18,331
New +$1.09M 0.09% 145

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's DGRW Position: Q4 2025 in Review

SageView Advisory Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 31% in Q4 2025, selling an estimated $202K and leaving 5,162 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #374.

SageView Advisory Group first reported a position in DGRW in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.82M in Q4 2023. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • SageView Advisory Group held 5,162 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $462K as of Q4 2025.
  • SageView Advisory Group sold 2,271 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $202K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #374 holding.
  • SageView Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.82M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.