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

Stewardship Concepts 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	$224K	Sell	2,338 -74	-3%	-$6.99K	0.15%	65
2026 Q1	$212K	Buy	2,412 +89	+4%	+$8.09K	0.17%	59
2025 Q4	$208K	Buy	+2,323	New	+$207K	0.18%	52

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 $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stewardship Concepts Financial Services's DGRW Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q2 2026, selling an estimated $6.99K and leaving 2,338 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #65.

Stewardship Concepts Financial Services first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Stewardship Concepts Financial Services held 2,338 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $224K as of Q2 2026.
Stewardship Concepts Financial Services sold 74 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.99K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #65 holding.
Stewardship Concepts Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
787 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.