Sowell Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sowell Financial Services’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	-6,326	Closed	-$556K	–	1178
2026 Q1	$556K	Buy	+6,326	New	+$575K	0.02%	605
2021 Q2	–	Sell	-884	Closed	-$53K	–	1051
2021 Q1	$53K	Sell	884 -43	-5%	-$2.36K	﹤0.01%	1628
2020 Q4	$50K	Buy	927 +2	+0.2%	+$104	﹤0.01%	1399
2020 Q3	$46K	Buy	925 +1	+0.1%	+$49	﹤0.01%	1243
2020 Q2	$42K	Sell	924 -168	-15%	-$7.27K	﹤0.01%	1209
2020 Q1	$43K	Buy	1,092 +20	+2%	+$909	﹤0.01%	1105
2019 Q4	$52K	Sell	1,072 -26	-2%	-$1.21K	﹤0.01%	1140
2019 Q3	$49K	Buy	+1,098	New	+$48.6K	﹤0.01%	1003

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

Sowell Financial Services's DGRW Position: Q2 2026 in Review

Sowell Financial Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 6,326 shares — an estimated $556K sold.

Sowell Financial Services first reported a position in DGRW in Q3 2019 and held it in 8 quarters. The position peaked at $556K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sowell Financial Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 6,326 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $556K.
Sowell Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $556K in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.