Spire Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Spire Wealth Management’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	$21.6K	Hold	226	–	–	﹤0.01%	1421
2026 Q1	$19.9K	Hold	226	–	–	﹤0.01%	1422
2025 Q4	$20.2K	Hold	226	–	–	﹤0.01%	1480
2025 Q3	$20.1K	Hold	226	–	–	﹤0.01%	1532
2025 Q2	$18.9K	Sell	226 -1,263	-85%	-$100K	﹤0.01%	1533
2025 Q1	$119K	Buy	1,489 +226	+18%	+$18.5K	﹤0.01%	977
2024 Q4	$102K	Hold	1,263	–	–	﹤0.01%	1027
2024 Q3	$105K	Hold	1,263	–	–	﹤0.01%	901
2024 Q2	$98.6K	Hold	1,263	–	–	﹤0.01%	898
2024 Q1	$96.2K	Sell	1,263 -9	-0.7%	-$657	﹤0.01%	1000
2023 Q4	$90.8K	Sell	1,272 -276	-18%	-$18.2K	﹤0.01%	1017
2023 Q3	$98.3K	Buy	1,548 +9	+0.6%	+$598	﹤0.01%	961
2023 Q2	$103K	Hold	1,539	–	–	﹤0.01%	959
2023 Q1	$95.9K	Buy	+1,539	New	+$94.6K	﹤0.01%	987
2022 Q3	–	Sell	-456	Closed	-$26K	–	2265
2022 Q2	$26K	Hold	456	–	–	﹤0.01%	1553
2022 Q1	$29K	Sell	456 -1,120	-71%	-$70.7K	﹤0.01%	1649
2021 Q4	$104K	Buy	1,576 +456	+41%	+$28.6K	﹤0.01%	1387
2021 Q3	$66K	Hold	1,120	–	–	﹤0.01%	1362
2021 Q2	$67K	Hold	1,120	–	–	﹤0.01%	1359
2021 Q1	$64K	Buy	+1,120	New	+$61.5K	﹤0.01%	1599

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

Spire Wealth Management's DGRW Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 226 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Spire Wealth Management first reported a position in DGRW in Q1 2021 and has held it in 20 quarters since. The position peaked at $119K in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Spire Wealth Management held 226 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.6K as of Q2 2026.
Spire Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1421 holding.
Spire Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $119K in Q1 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.