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

SignatureFD’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 Q3	$243K	Hold	2,504	–	–	﹤0.01%	1048
2026 Q2	$239K	Hold	2,504	–	–	﹤0.01%	1001
2026 Q1	$220K	Hold	2,504	–	–	﹤0.01%	955
2025 Q4	$224K	Hold	2,504	–	–	﹤0.01%	907
2025 Q3	$223K	Sell	2,504 -1	-0%	-$87	﹤0.01%	911
2025 Q2	$210K	Sell	2,505 -228	-8%	-$18.1K	﹤0.01%	897
2025 Q1	$218K	Buy	2,733 +211	+8%	+$17.3K	﹤0.01%	838
2024 Q4	$204K	Buy	2,522 +808	+47%	+$67.6K	﹤0.01%	868
2024 Q3	$143K	Buy	1,714 +1,187	+225%	+$95.1K	﹤0.01%	1035
2024 Q2	$41.1K	Hold	527	–	–	﹤0.01%	1608
2024 Q1	$40.2K	Sell	527 -82	-13%	-$5.98K	﹤0.01%	1660
2023 Q4	$42.8K	Hold	609	–	–	﹤0.01%	1543
2023 Q3	$38.7K	Sell	609 -76	-11%	-$5.05K	﹤0.01%	1516
2023 Q2	$45.7K	Buy	685 +285	+71%	+$18.1K	﹤0.01%	1485
2023 Q1	$24.9K	Hold	400	–	–	﹤0.01%	1742
2022 Q4	$24.1K	Hold	400	–	–	﹤0.01%	1714
2022 Q3	$22K	Hold	400	–	–	﹤0.01%	1685
2022 Q2	$23K	Hold	400	–	–	﹤0.01%	1690
2022 Q1	$25K	Hold	400	–	–	﹤0.01%	1726
2021 Q4	$26K	Hold	400	–	–	﹤0.01%	1668
2021 Q3	$24K	Sell	400 -719	-64%	-$44K	﹤0.01%	1671
2021 Q2	$67K	Hold	1,119	–	–	﹤0.01%	1131
2021 Q1	$64K	Hold	1,119	–	–	﹤0.01%	1059
2020 Q4	$60K	Hold	1,119	–	–	﹤0.01%	992
2020 Q3	$55K	Hold	1,119	–	–	﹤0.01%	939
2020 Q2	$51K	Sell	1,119 -580	-34%	-$25.1K	﹤0.01%	940
2020 Q1	$66K	Sell	1,699 -44	-3%	-$2K	0.01%	790
2019 Q4	$84K	Buy	1,743 +29	+2%	+$1.35K	0.01%	772
2019 Q3	$77K	Buy	1,714 +423	+33%	+$18.7K	0.01%	756
2019 Q2	$56K	Buy	1,291 +891	+223%	+$38.6K	﹤0.01%	860
2019 Q1	$17K	Sell	400 -921	-70%	-$38K	﹤0.01%	1237
2018 Q4	$51K	Sell	1,321 -17,311	-93%	-$716K	﹤0.01%	834
2018 Q3	$826K	Sell	18,632 -211	-1%	-$9.12K	0.08%	120
2018 Q2	$773K	Buy	+18,843	New	+$773K	0.09%	113

Other funds holding DGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SignatureFD's DGRW Position: Q3 2026 in Review

SignatureFD held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 2,504 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

SignatureFD first reported a position in DGRW in Q2 2018 and has held it in 34 quarters since. The position peaked at $826K in Q3 2018. 686 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

SignatureFD held 2,504 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $243K as of Q3 2026.
SignatureFD left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1048 holding.
SignatureFD first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 34 quarters since.
SignatureFD's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $826K in Q3 2018.
686 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.