Sound Income Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sound Income Strategies’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	–	Sell	-134	Closed	-$11.8K	–	941
2026 Q1	$11.8K	Sell	134 -346	-72%	-$31.5K	﹤0.01%	1432
2025 Q4	$43.7K	Buy	480 +337	+236%	+$30K	﹤0.01%	847
2025 Q3	$12.7K	Hold	143	–	–	﹤0.01%	946
2025 Q2	$12K	Hold	143	–	–	﹤0.01%	896
2025 Q1	$11.4K	Hold	143	–	–	﹤0.01%	873
2024 Q4	$11.6K	Hold	143	–	–	﹤0.01%	804
2024 Q3	$11.9K	Sell	143 -328	-70%	-$26.3K	﹤0.01%	753
2024 Q2	$36.8K	Sell	471 -61	-11%	-$4.61K	﹤0.01%	500
2024 Q1	$40.5K	Buy	532 +204	+62%	+$14.9K	﹤0.01%	451
2023 Q4	$23.1K	Hold	328	–	–	﹤0.01%	572
2023 Q3	$20.8K	Hold	328	–	–	﹤0.01%	437
2023 Q2	$21.9K	Hold	328	–	–	﹤0.01%	415
2023 Q1	$20.4K	Hold	328	–	–	﹤0.01%	419
2022 Q4	$19.8K	Hold	328	–	–	﹤0.01%	393
2022 Q3	$18K	Hold	328	–	–	﹤0.01%	375
2022 Q2	$19K	Hold	328	–	–	﹤0.01%	355
2022 Q1	$21K	Hold	328	–	–	﹤0.01%	345
2021 Q4	$22K	Hold	328	–	–	﹤0.01%	346
2021 Q3	$19K	Hold	328	–	–	﹤0.01%	350
2021 Q2	$20K	Hold	328	–	–	﹤0.01%	342
2021 Q1	$18.8K	Buy	328 +28	+9%	+$1.54K	﹤0.01%	362
2020 Q4	$16K	Buy	+300	New	+$15.5K	﹤0.01%	362

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

Sound Income Strategies's DGRW Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 134 shares — an estimated $11.8K sold.

Sound Income Strategies first reported a position in DGRW in Q4 2020 and held it in 22 quarters. The position peaked at $43.7K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 134 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $11.8K.
Sound Income Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 22 quarters.
Sound Income Strategies's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $43.7K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.