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

SK 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	$22.6M	Sell	225,628 -32,681	-13%	-$3.09M	5.09%	7
2026 Q1	$22.8M	Sell	258,309 -14,129	-5%	-$1.28M	6.34%	5
2025 Q4	$24.9M	Sell	272,438 -35,829	-12%	-$3.19M	6.95%	5
2025 Q3	$27.3M	Buy	308,267 +14,894	+5%	+$1.29M	10.2%	2
2025 Q2	$25M	Buy	293,373 +4,469	+2%	+$355K	10.83%	2
2025 Q1	$21.3M	Sell	288,904 -118	-0%	-$9.67K	11.42%	1
2024 Q4	$23.4M	Buy	289,022 +801	+0.3%	+$67K	11.91%	1
2024 Q3	$23.6M	Buy	+288,221	New	+$23.1M	12.07%	1

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

SK Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q2 2026, selling an estimated $3.09M and leaving 225,628 shares worth $22.6M. The position accounts for 5.09% of the portfolio, ranked #7.

SK Wealth Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.3M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

SK Wealth Management held 225,628 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $22.6M as of Q2 2026.
SK Wealth Management sold 32,681 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.09M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.09% of SK Wealth Management's portfolio in Q2 2026, its #7 holding.
SK Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $27.3M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.