SOA Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SOA 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
2026 Q2	$60.9K	Buy	637 +237	+59%	+$22.4K	0.01%	354
2026 Q1	$35.1K	Hold	400	–	–	0.01%	425
2025 Q4	$35.8K	Hold	400	–	–	0.01%	416
2025 Q3	$35.6K	Hold	400	–	–	0.01%	427
2025 Q2	$33.5K	Hold	400	–	–	0.01%	424
2025 Q1	$31.9K	Hold	400	–	–	0.01%	397
2024 Q4	$32.4K	Hold	400	–	–	0.01%	388
2024 Q3	$33.3K	Hold	400	–	–	0.01%	375
2024 Q2	$31.2K	Hold	400	–	–	0.01%	376
2024 Q1	$30.5K	Hold	400	–	–	0.01%	373
2023 Q4	$28.1K	Hold	400	–	–	0.01%	371
2023 Q3	$25.4K	Hold	400	–	–	0.01%	377
2023 Q2	$26.7K	Hold	400	–	–	0.01%	382
2023 Q1	$24.9K	Hold	400	–	–	0.01%	386
2022 Q4	$24.1K	Hold	400	–	–	0.01%	379
2022 Q3	$21K	Hold	400	–	–	0.01%	377
2022 Q2	$22K	Hold	400	–	–	0.01%	364
2022 Q1	$25K	Hold	400	–	–	0.01%	419
2021 Q4	$26K	Hold	400	–	–	0.01%	398
2021 Q3	$23K	Hold	400	–	–	0.01%	428
2021 Q2	$23K	Hold	400	–	–	0.01%	431
2021 Q1	$22K	Hold	400	–	–	0.01%	387
2020 Q4	$21K	Buy	+400	New	+$20.7K	0.01%	390

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

SOA Wealth Advisors's DGRW Position: Q2 2026 in Review

SOA Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 59% in Q2 2026, buying an estimated $22.4K and bringing the position to 637 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #354.

SOA Wealth Advisors first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

SOA Wealth Advisors held 637 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $60.9K as of Q2 2026.
SOA Wealth Advisors bought 237 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #354 holding.
SOA Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.