Spectrum Wealth Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Spectrum Wealth Advisory Group’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	$340K	Hold	3,872	–	–	0.13%	51
2025 Q4	$346K	Sell	3,872 -90	-2%	-$8.02K	0.13%	46
2025 Q3	$352K	Hold	3,962	–	–	0.15%	49
2025 Q2	$332K	Sell	3,962 -200	-5%	-$15.9K	0.15%	49
2025 Q1	$332K	Sell	4,162 -88	-2%	-$7.21K	0.16%	43
2024 Q4	$344K	Hold	4,250	–	–	0.16%	44
2024 Q3	$354K	Hold	4,250	–	–	0.2%	37
2024 Q2	$332K	Hold	4,250	–	–	0.35%	27
2024 Q1	$324K	Hold	4,250	–	–	0.37%	25
2023 Q4	$299K	Hold	4,250	–	–	0.37%	25
2023 Q3	$270K	Hold	4,250	–	–	0.37%	24
2023 Q2	$283K	Hold	4,250	–	–	0.38%	25
2023 Q1	$265K	Hold	4,250	–	–	0.36%	26
2022 Q4	$257K	Hold	4,250	–	–	0.36%	26
2022 Q3	$229K	Hold	4,250	–	–	0.29%	35
2022 Q2	$244K	Hold	4,250	–	–	0.27%	35
2022 Q1	$271K	Hold	4,250	–	–	0.26%	41
2021 Q4	$280K	Hold	4,250	–	–	0.25%	41
2021 Q3	$250K	Hold	4,250	–	–	0.25%	41
2021 Q2	$254K	Hold	4,250	–	–	0.25%	41
2021 Q1	$243K	Hold	4,250	–	–	0.23%	36
2020 Q4	$229K	Buy	+4,250	New	+$220K	0.26%	31

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

Spectrum Wealth Advisory Group's DGRW Position: Q1 2026 in Review

Spectrum Wealth Advisory Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 3,872 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #51.

Spectrum Wealth Advisory Group first reported a position in DGRW in Q4 2020 and has held it in 22 quarters since. The position peaked at $354K in Q3 2024. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Spectrum Wealth Advisory Group held 3,872 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $340K as of Q1 2026.
Spectrum Wealth Advisory Group left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #51 holding.
Spectrum Wealth Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
Spectrum Wealth Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $354K in Q3 2024.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.