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

Solano Wealth Investment 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	$15.3M	Sell	159,765 -5,759	-3%	-$544K	6.95%	5
2026 Q1	$14.5M	Buy	165,524 +3,265	+2%	+$297K	7.25%	6
2025 Q4	$14.5M	Sell	162,259 -189	-0.1%	-$16.8K	7.19%	5
2025 Q3	$14.5M	Buy	162,448 +3,808	+2%	+$330K	6.97%	5
2025 Q2	$13.3M	Buy	158,640 +25,604	+19%	+$2.03M	6.82%	6
2025 Q1	$10.6M	Buy	133,036 +5,789	+5%	+$474K	6.57%	7
2024 Q4	$10.3M	Buy	+127,247	New	+$10.6M	6.19%	8

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

Solano Wealth Investment Advisors's DGRW Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $544K and leaving 159,765 shares worth $15.3M. The position accounts for 6.95% of the portfolio, ranked #5.

Solano Wealth Investment Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Solano Wealth Investment Advisors held 159,765 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $15.3M as of Q2 2026.
Solano Wealth Investment Advisors sold 5,759 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $544K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.95% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #5 holding.
Solano Wealth Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.