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

Savvy Advisors Inc’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	$918K	Buy	9,598 +654	+7%	+$61.8K	0.02%	551
2026 Q1	$786K	Buy	8,944 +1,587	+22%	+$144K	0.02%	505
2025 Q4	$658K	Buy	7,357 +72	+1%	+$6.42K	0.02%	475
2025 Q3	$648K	Sell	7,285 -159	-2%	-$13.8K	0.03%	373
2025 Q2	$623K	Buy	7,444 +4,762	+178%	+$378K	0.04%	310
2025 Q1	$214K	Buy	+2,682	New	+$220K	0.02%	483

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 $1.78B AUM 13.07% 1-Year Est. Return

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

Savvy Advisors Inc's DGRW Position: Q2 2026 in Review

Savvy Advisors Inc increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.3% in Q2 2026, buying an estimated $61.8K and bringing the position to 9,598 shares worth $918K. The position accounts for 0.02% of the portfolio, ranked #551.

Savvy Advisors Inc first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Savvy Advisors Inc held 9,598 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $918K as of Q2 2026.
Savvy Advisors Inc bought 654 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $61.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #551 holding.
Savvy Advisors Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.