Siligmueller & Norvid Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	–	Sell	-101,777	Closed	-$8.63M	–	175
2025 Q2	$8.63M	Sell	101,777 -2,066	-2%	-$164K	3.35%	7
2025 Q1	$8.29M	Buy	103,843 +9,052	+10%	+$742K	3.51%	6
2024 Q4	$7.67M	Buy	+94,791	New	+$7.93M	3.27%	6

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's DGRW Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 101,777 shares — an estimated $8.63M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in DGRW in Q4 2024 and held it in 3 quarters. The position peaked at $8.63M in Q2 2025. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 101,777 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $8.63M.
Siligmueller & Norvid Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.63M in Q2 2025.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.