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

SHP 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
Q1 		$8.78K Hold
100
– – ﹤0.01% 936
2025
Q4 		$8.94K Buy
+100
New +$8.91K ﹤0.01% 861

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's DGRW Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 100 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

SHP Wealth Management first reported a position in DGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.94K in Q4 2025. 771 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • SHP Wealth Management held 100 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.78K as of Q1 2026.
  • SHP Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #936 holding.
  • SHP Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.94K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.