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SNS Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SNS Financial Group’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 		$104M Buy
1,088,807
+371,767
+52% +$35.1M 2% 7
2026
Q1 		$63M Buy
717,040
+13,259
+2% +$1.21M 5.43% 5
2025
Q4 		$62.9M Buy
703,781
+4,003
+0.6% +$357K 5.42% 5
2025
Q3 		$62.3M Buy
699,778
+933
+0.1% +$80.9K 5.41% 5
2025
Q2 		$58.5M Buy
698,845
+11,839
+2% +$939K 5.57% 5
2025
Q1 		$54.9M Buy
687,006
+25,895
+4% +$2.12M 5.59% 4
2024
Q4 		$53.5M Buy
661,111
+20,750
+3% +$1.74M 5.49% 4
2024
Q3 		$53.3M Buy
640,361
+37,285
+6% +$2.99M 5.35% 4
2024
Q2 		$47.1M Buy
603,076
+5,475
+0.9% +$414K 5.06% 5
2024
Q1 		$45.5M Buy
597,601
+12,165
+2% +$887K 4.99% 5
2023
Q4 		$41.1M Buy
585,436
+1,050
+0.2% +$69.3K 4.87% 4
2023
Q3 		$37.1M Buy
584,386
+69,181
+13% +$4.6M 4.89% 4
2023
Q2 		$34.3M Buy
+515,205
New +$32.7M 4.48% 4

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
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 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

SNS Financial Group's DGRW Position: Q2 2026 in Review

SNS Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 52% in Q2 2026, buying an estimated $35.1M and bringing the position to 1,088,807 shares worth $104M. The position accounts for 2% of the portfolio, ranked #7.

SNS Financial Group first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • SNS Financial Group held 1,088,807 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $104M as of Q2 2026.
  • SNS Financial Group bought 371,767 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $35.1M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2% of SNS Financial Group's portfolio in Q2 2026, its #7 holding.
  • SNS Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 600 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.