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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Savvy Advisors Inc's DGRW Position: Q1 2026 in Review

Savvy Advisors Inc increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 22% in Q1 2026, buying an estimated $144K and bringing the position to 8,944 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #505.

Savvy Advisors Inc first reported a position in DGRW in Q1 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Savvy Advisors Inc held 8,944 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $786K as of Q1 2026.
Savvy Advisors Inc bought 1,587 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $144K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #505 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 5 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.