Sheets Smith Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sheets Smith Wealth Management’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	$1.25M	Buy	13,039 +1	+0%	+$94	0.12%	166
2026 Q1	$1.15M	Sell	13,038 -333	-2%	-$30.3K	0.13%	166
2025 Q4	$1.2M	Sell	13,371 -159	-1%	-$14.2K	0.13%	155
2025 Q3	$1.2M	Sell	13,530 -178	-1%	-$15.4K	0.14%	152
2025 Q2	$1.15M	Hold	13,708	–	–	0.13%	145
2025 Q1	$1.09M	Sell	13,708 -6,901	-33%	-$565K	0.14%	145
2024 Q4	$1.67M	Sell	20,609 -2,183	-10%	-$183K	0.2%	109
2024 Q3	$1.9M	Sell	22,792 -623	-3%	-$49.9K	0.23%	101
2024 Q2	$1.83M	Sell	23,415 -69	-0.3%	-$5.21K	0.22%	107
2024 Q1	$1.79M	Buy	23,484 +500	+2%	+$36.5K	0.2%	110
2023 Q4	$1.62M	Sell	22,984 -156	-0.7%	-$10.3K	0.23%	99
2023 Q3	$1.47M	Sell	23,140 -3,213	-12%	-$214K	0.22%	104
2023 Q2	$1.76M	Sell	26,353 -132	-0.5%	-$8.38K	0.26%	93
2023 Q1	$1.65M	Sell	26,485 -1,422	-5%	-$87.4K	0.25%	93
2022 Q4	$1.68M	Sell	27,907 -20,614	-42%	-$1.23M	0.26%	92
2022 Q3	$2.62M	Sell	48,521 -326	-0.7%	-$19.3K	0.44%	60
2022 Q2	$2.8M	Sell	48,847 -486	-1%	-$29.5K	0.46%	55
2022 Q1	$3.14M	Sell	49,333 -1,830	-4%	-$115K	0.43%	58
2021 Q4	$3.37M	Sell	51,163 -2,169	-4%	-$136K	0.42%	61
2021 Q3	$3.14M	Sell	53,332 -299	-0.6%	-$18.3K	0.43%	59
2021 Q2	$3.2M	Sell	53,631 -3,381	-6%	-$200K	0.43%	58
2021 Q1	$3.26M	Buy	57,012 +1	+0%	+$55	0.48%	54
2020 Q4	$3.08M	Sell	57,011 -1,757	-3%	-$91K	0.47%	62
2020 Q3	$2.91M	Buy	58,768 +1	+0%	+$49	0.51%	55
2020 Q2	$2.67M	Buy	58,767 +1	+0%	+$43	0.53%	51
2020 Q1	$2.29M	Buy	+58,766	New	+$2.67M	0.48%	49

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 $2.02B AUM

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

Sheets Smith Wealth Management's DGRW Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.01% in Q2 2026, buying an estimated $94 and bringing the position to 13,039 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #166.

Sheets Smith Wealth Management first reported a position in DGRW in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.37M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sheets Smith Wealth Management held 13,039 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.25M as of Q2 2026.
Sheets Smith Wealth Management bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q2 2026, an estimated $94.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #166 holding.
Sheets Smith Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 26 quarters since.
Sheets Smith Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.37M in Q4 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.