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Spinnaker Investment Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Spinnaker Investment 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
Q2 		$61.4M Buy
642,340
+73,869
+13% +$6.98M 9.84% 2
2026
Q1 		$49.9M Sell
568,471
-48,103
-8% -$4.37M 10.17% 3
2025
Q4 		$55.1M Buy
616,574
+1,234
+0.2% +$110K 10% 2
2025
Q3 		$54.7M Buy
615,340
+66,258
+12% +$5.75M 10.29% 2
2025
Q2 		$46M Sell
549,082
-51,120
-9% -$4.06M 10.8% 2
2025
Q1 		$47.9M Buy
600,202
+28,683
+5% +$2.35M 10.84% 3
2024
Q4 		$46.3M Sell
571,519
-253
-0% -$21.2K 11.16% 2
2024
Q3 		$47.6M Buy
571,772
+1,779
+0.3% +$142K 11.64% 2
2024
Q2 		$44.5M Sell
569,993
-1,720
-0.3% -$130K 12.26% 2
2024
Q1 		$43.6M Sell
571,713
-643
-0.1% -$46.9K 12.23% 2
2023
Q4 		$40.2M Sell
572,356
-10,097
-2% -$667K 12.21% 2
2023
Q3 		$37M Buy
582,453
+22,599
+4% +$1.5M 12.43% 2
2023
Q2 		$37.4M Buy
559,854
+10,250
+2% +$651K 12.32% 2
2023
Q1 		$34.3M Buy
549,604
+16,179
+3% +$994K 12.05% 3
2022
Q4 		$32.2M Buy
533,425
+9,527
+2% +$568K 11.45% 2
2022
Q3 		$28.3M Buy
523,898
+62,779
+14% +$3.71M 11.07% 2
2022
Q2 		$26.4M Buy
461,119
+14,619
+3% +$886K 10.77% 2
2022
Q1 		$28.9M Buy
446,500
+419,871
+1,577% +$26.5M 9.39% 3
2021
Q4 		$1.68M Buy
+26,629
New +$1.67M 0.59% 23

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Spinnaker Investment Group's DGRW Position: Q2 2026 in Review

Spinnaker Investment Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q2 2026, buying an estimated $6.98M and bringing the position to 642,340 shares worth $61.4M. The position accounts for 9.84% of the portfolio, ranked #2.

Spinnaker Investment Group first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Spinnaker Investment Group held 642,340 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $61.4M as of Q2 2026.
  • Spinnaker Investment Group bought 73,869 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.98M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 9.84% of Spinnaker Investment Group's portfolio in Q2 2026, its #2 holding.
  • Spinnaker Investment Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.