Southland Equity Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Southland Equity Partners’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	$2.68M	Buy	28,008 +180	+0.6%	+$17K	0.47%	49
2026 Q1	$2.44M	Sell	27,828 -302	-1%	-$27.5K	0.48%	50
2025 Q4	$2.52M	Sell	28,130 -517	-2%	-$46.1K	0.5%	47
2025 Q3	$2.55M	Sell	28,647 -1,134	-4%	-$98.4K	0.52%	46
2025 Q2	$2.49M	Buy	29,781 +410	+1%	+$32.5K	0.55%	41
2025 Q1	$2.35M	Sell	29,371 -305	-1%	-$25K	0.55%	38
2024 Q4	$2.4M	Buy	29,676 +2,995	+11%	+$250K	0.56%	39
2024 Q3	$2.22M	Buy	26,681 +4,809	+22%	+$385K	0.54%	42
2024 Q2	$1.71M	Buy	21,872 +1,156	+6%	+$87.4K	0.49%	42
2024 Q1	$1.58M	Buy	20,716 +2,315	+13%	+$169K	0.44%	40
2023 Q4	$1.29M	Buy	18,401 +5,228	+40%	+$345K	0.4%	43
2023 Q3	$836K	Buy	13,173 +2,402	+22%	+$160K	0.29%	58
2023 Q2	$718K	Buy	10,771 +929	+9%	+$59K	0.24%	62
2023 Q1	$614K	Buy	9,842 +1,512	+18%	+$92.9K	0.24%	69
2022 Q4	$503K	Buy	+8,330	New	+$497K	0.19%	78

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Southland Equity Partners's DGRW Position: Q2 2026 in Review

Southland Equity Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.65% in Q2 2026, buying an estimated $17K and bringing the position to 28,008 shares worth $2.68M. The position accounts for 0.47% of the portfolio, ranked #49.

Southland Equity Partners first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 215 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Southland Equity Partners held 28,008 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.68M as of Q2 2026.
Southland Equity Partners bought 180 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $17K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.47% of Southland Equity Partners's portfolio in Q2 2026, its #49 holding.
Southland Equity Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
215 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.