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

Soltis 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 Q1	$394K	Sell	4,489 -599	-12%	-$54.5K	0.02%	381
2025 Q4	$455K	Sell	5,088 -281	-5%	-$25K	0.03%	340
2025 Q3	$478K	Buy	+5,369	New	+$466K	0.03%	306

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Soltis Investment Advisors's DGRW Position: Q1 2026 in Review

Soltis Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q1 2026, selling an estimated $54.5K and leaving 4,489 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #381.

Soltis Investment Advisors first reported a position in DGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $478K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Soltis Investment Advisors held 4,489 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $394K as of Q1 2026.
Soltis Investment Advisors sold 599 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $54.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #381 holding.
Soltis Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 3 quarters since.
Soltis Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $478K in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.