Sarver Vrooman Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sarver Vrooman Wealth 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	$4.61M	Buy	47,915 +1,005	+2%	+$94.9K	2.75%	4
2026 Q1	$4.12M	Sell	46,910 -1,578	-3%	-$143K	2.54%	4
2025 Q4	$4.34M	Buy	48,488 +6,852	+16%	+$611K	2.76%	4
2025 Q3	$3.7M	Buy	41,636 +1,253	+3%	+$109K	2.38%	4
2025 Q2	$3.38M	Buy	40,383 +962	+2%	+$76.3K	2.25%	4
2025 Q1	$3.15M	Buy	+39,421	New	+$3.23M	2.09%	4

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sarver Vrooman Wealth Advisors's DGRW Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.1% in Q2 2026, buying an estimated $94.9K and bringing the position to 47,915 shares worth $4.61M. The position accounts for 2.75% of the portfolio, ranked #4.

Sarver Vrooman Wealth Advisors first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sarver Vrooman Wealth Advisors held 47,915 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.61M as of Q2 2026.
Sarver Vrooman Wealth Advisors bought 1,005 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $94.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.75% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Sarver Vrooman Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.