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

Silverlake 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 		$1.21M Buy
12,615
+3
+0% +$283 0.23% 125
2026
Q1 		$1.11M Sell
12,612
-679
-5% -$61.7K 0.23% 131
2025
Q4 		$1.19M Sell
13,291
-899
-6% -$80.1K 0.26% 110
2025
Q3 		$1.26M Sell
14,190
-6
-0% -$520 0.31% 102
2025
Q2 		$1.19M Buy
14,196
+27
+0.2% +$2.14K 0.35% 88
2025
Q1 		$1.13M Buy
14,169
+145
+1% +$11.9K 0.43% 68
2024
Q4 		$1.13M Buy
14,024
+74
+0.5% +$6.19K 0.43% 66
2024
Q3 		$1.16M Buy
13,950
+867
+7% +$69.4K 0.44% 65
2024
Q2 		$1.02M Buy
13,083
+1,048
+9% +$79.2K 0.42% 65
2024
Q1 		$917K Sell
12,035
-739
-6% -$53.9K 0.47% 55
2023
Q4 		$898K Buy
12,774
+3
+0% +$198 0.49% 51
2023
Q3 		$811K Buy
12,771
+4
+0% +$266 0.46% 58
2023
Q2 		$851K Sell
12,767
-205
-2% -$13K 0.47% 53
2023
Q1 		$809K Sell
12,972
-333
-3% -$20.5K 0.49% 53
2022
Q4 		$803K Sell
13,305
-126
-0.9% -$7.52K 0.5% 52
2022
Q3 		$724K Sell
13,431
-140
-1% -$8.28K 0.49% 57
2022
Q2 		$778K Sell
13,571
-54
-0.4% -$3.27K 0.51% 54
2022
Q1 		$868K Sell
13,625
-8,904
-40% -$562K 0.5% 57
2021
Q4 		$1.48M Buy
+22,529
New +$1.41M 0.8% 29

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Silverlake Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.02% in Q2 2026, buying an estimated $283 and bringing the position to 12,615 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #125.

Silverlake Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Silverlake Wealth Management held 12,615 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.21M as of Q2 2026.
  • Silverlake Wealth Management bought 3 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $283.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Silverlake Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Silverlake Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.48M 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 Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.