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SJS Investment Consulting’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SJS Investment Consulting’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 		– Sell
-747
Closed -$65.6K – 2908
2026
Q1 		$65.6K Hold
747
– – 0.01% 294
2025
Q4 		$66.8K Buy
747
+521
+231% +$46.4K 0.01% 270
2025
Q3 		$20.1K Buy
+226
New +$19.6K ﹤0.01% 523

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

SJS Investment Consulting's DGRW Position: Q2 2026 in Review

SJS Investment Consulting sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 747 shares — an estimated $65.6K sold.

SJS Investment Consulting first reported a position in DGRW in Q3 2025 and held it in 3 quarters. The position peaked at $66.8K in Q4 2025. 562 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • SJS Investment Consulting reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 747 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $65.6K.
  • SJS Investment Consulting first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and held it in 3 quarters.
  • SJS Investment Consulting's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $66.8K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.