Scott Marsh Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Scott Marsh Financial’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
2025 Q2	$1.93M	Buy	+23,038	New	+$1.83M	0.72%	24

Other funds holding DGRW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Scott Marsh Financial's DGRW Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025: 23,038 shares worth $1.93M. The stake represents 0.72% of the portfolio and ranks #24 among its holdings.

731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Scott Marsh Financial held 23,038 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.93M as of Q2 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Scott Marsh Financial position in Q2 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.72% of Scott Marsh Financial's portfolio in Q2 2025, its #24 holding.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.