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

Sherman 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 		$1.87M Sell
19,605
-1,863
-9% -$176K 1.41% 19
2026
Q1 		$1.89M Buy
21,468
+217
+1% +$19.7K 1.62% 15
2025
Q4 		$1.9M Buy
+21,251
New +$1.89M 1.65% 15

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sherman Wealth Management's DGRW Position: Q2 2026 in Review

Sherman Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.7% in Q2 2026, selling an estimated $176K and leaving 19,605 shares worth $1.87M. The position accounts for 1.41% of the portfolio, ranked #19.

Sherman Wealth Management first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9M in Q4 2025. 560 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Sherman Wealth Management held 19,605 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.87M as of Q2 2026.
  • Sherman Wealth Management sold 1,863 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $176K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.41% of Sherman Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Sherman Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.9M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.