Sensible Money’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sensible Money’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	–	Sell	-3,337	Closed	-$266K	–	89
2025 Q1	$266K	Hold	3,337	–	–	0.11%	66
2024 Q4	$270K	Hold	3,337	–	–	0.12%	64
2024 Q3	$278K	Hold	3,337	–	–	0.12%	64
2024 Q2	$260K	Hold	3,337	–	–	0.13%	64
2024 Q1	$254K	Hold	3,337	–	–	0.14%	64
2023 Q4	$235K	Hold	3,337	–	–	0.14%	63
2023 Q3	$212K	Hold	3,337	–	–	0.15%	64
2023 Q2	$222K	Hold	3,337	–	–	0.16%	64
2023 Q1	$208K	Hold	3,337	–	–	0.18%	67
2022 Q4	$201K	Buy	+3,337	New	+$199K	0.22%	71

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

Sensible Money's DGRW Position: Q2 2025 in Review

Sensible Money sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 3,337 shares — an estimated $266K sold.

Sensible Money first reported a position in DGRW in Q4 2022 and held it in 10 quarters. The position peaked at $278K in Q3 2024. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Sensible Money reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Sensible Money sold 3,337 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $266K.
Sensible Money first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 10 quarters.
Sensible Money's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $278K in Q3 2024.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Sensible Money's 13F filing for Q2 2025, filed 5 Aug 2025.