Sanctuary Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sanctuary Advisors’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	$20.8M	Buy	217,430 +203	+0.1%	+$19.2K	0.1%	219
2026 Q1	$19.1M	Sell	217,227 -40,754	-16%	-$3.71M	0.1%	207
2025 Q4	$23.1M	Sell	257,981 -15,602	-6%	-$1.39M	0.13%	178
2025 Q3	$24.3M	Sell	273,583 -34,202	-11%	-$2.97M	0.14%	159
2025 Q2	$25.8M	Sell	307,785 -18,983	-6%	-$1.51M	0.16%	136
2025 Q1	$26.1M	Buy	326,768 +31,962	+11%	+$2.62M	0.18%	119
2024 Q4	$24.8M	Buy	294,806 +1,216	+0.4%	+$102K	0.16%	132
2024 Q3	$24.8M	Buy	293,590 +102,472	+54%	+$8.21M	0.16%	134
2024 Q2	$14.1M	Buy	+191,118	New	+$14.4M	0.1%	207

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors's DGRW Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.09% in Q2 2026, buying an estimated $19.2K and bringing the position to 217,430 shares worth $20.8M. The position accounts for 0.1% of the portfolio, ranked #219.

Sanctuary Advisors first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.1M in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sanctuary Advisors held 217,430 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $20.8M as of Q2 2026.
Sanctuary Advisors bought 203 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $19.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Sanctuary Advisors's portfolio in Q2 2026, its #219 holding.
Sanctuary Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $26.1M in Q1 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.