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Sanchez Wealth Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sanchez Wealth Management 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
2026
Q2 		$36.2M Buy
378,315
+12,763
+3% +$1.21M 6.34% 6
2026
Q1 		$32.1M Buy
365,552
+5,463
+2% +$497K 6.94% 5
2025
Q4 		$32.2M Buy
360,089
+21,080
+6% +$1.88M 6.89% 5
2025
Q3 		$30.2M Buy
339,009
+8,630
+3% +$749K 6.7% 5
2025
Q2 		$27.7M Buy
330,379
+10,347
+3% +$821K 6.67% 4
2025
Q1 		$25.6M Buy
320,032
+13,366
+4% +$1.09M 6.94% 4
2024
Q4 		$24.8M Buy
306,666
+13,459
+5% +$1.13M 6.78% 5
2024
Q3 		$24.4M Sell
293,207
-2,865
-1% -$229K 7.44% 4
2024
Q2 		$23.1M Buy
296,072
+45,848
+18% +$3.46M 7.49% 3
2024
Q1 		$19.1M Buy
250,224
+3,606
+1% +$263K 6.46% 5
2023
Q4 		$17.3M Buy
246,618
+83,648
+51% +$5.52M 6.32% 6
2023
Q3 		$10.3M Buy
162,970
+4,779
+3% +$318K 4.17% 10
2023
Q2 		$10.5M Buy
158,191
+4,126
+3% +$262K 4.27% 10
2023
Q1 		$9.6M Buy
154,065
+324
+0.2% +$19.9K 4.23% 10
2022
Q4 		$9.28M Buy
153,741
+1,264
+0.8% +$75.4K 4.55% 10
2022
Q3 		$8.22M Buy
152,477
+106,296
+230% +$6.29M 4.49% 10
2022
Q2 		$2.65M Buy
46,181
+486
+1% +$29.5K 1.32% 15
2022
Q1 		$2.91M Buy
45,695
+1,653
+4% +$104K 1.22% 15
2021
Q4 		$2.9M Sell
44,042
-6,572
-13% -$413K 1.22% 15
2021
Q3 		$2.98M Buy
50,614
+3,641
+8% +$223K 1.34% 14
2021
Q2 		$2.8M Buy
46,973
+4,219
+10% +$249K 1.28% 14
2021
Q1 		$2.44M Buy
42,754
+1,139
+3% +$62.5K 1.24% 13
2020
Q4 		$2.25M Buy
41,615
+36,687
+744% +$1.9M 1.21% 13
2020
Q3 		$244K Buy
+4,928
New +$239K 0.14% 24

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

Sanchez Wealth Management Group's DGRW Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 378,315 shares worth $36.2M. The position accounts for 6.34% of the portfolio, ranked #6.

Sanchez Wealth Management Group first reported a position in DGRW in Q3 2020 and has held it in 24 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Sanchez Wealth Management Group held 378,315 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $36.2M as of Q2 2026.
  • Sanchez Wealth Management Group bought 12,763 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.21M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.34% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Sanchez Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 24 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.