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Sound Portfolio Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sound Portfolio 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 		$2.58M Sell
26,933
-878
-3% -$83K 1.83% 13
2026
Q1 		$2.44M Sell
27,811
-367
-1% -$33.4K 1.98% 12
2025
Q4 		$2.52M Buy
+28,178
New +$2.51M 2.12% 12

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Portfolio Advisors's DGRW Position: Q2 2026 in Review

Sound Portfolio Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.2% in Q2 2026, selling an estimated $83K and leaving 26,933 shares worth $2.58M. The position accounts for 1.83% of the portfolio, ranked #13.

Sound Portfolio Advisors first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Sound Portfolio Advisors held 26,933 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.58M as of Q2 2026.
  • Sound Portfolio Advisors sold 878 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $83K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.83% of Sound Portfolio Advisors's portfolio in Q2 2026, its #13 holding.
  • Sound Portfolio Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.