Stonebridge Financial Group (Pennsylvania)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$2.79M	Sell	29,143 -323	-1%	-$30.5K	0.21%	94
2026 Q1	$2.59M	Buy	29,466 +152	+0.5%	+$13.8K	0.21%	92
2025 Q4	$2.62M	Buy	29,314 +132	+0.5%	+$11.8K	0.22%	90
2025 Q3	$2.6M	Buy	29,182 +52	+0.2%	+$4.51K	0.23%	93
2025 Q2	$2.44M	Sell	29,130 -442	-1%	-$35.1K	0.24%	91
2025 Q1	$2.36M	Buy	29,572 +624	+2%	+$51.1K	0.25%	85
2024 Q4	$2.34M	Buy	+28,948	New	+$2.42M	0.26%	82

Other funds holding DGRW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DGRW Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q2 2026, selling an estimated $30.5K and leaving 29,143 shares worth $2.79M. The position accounts for 0.21% of the portfolio, ranked #94.

Stonebridge Financial Group (Pennsylvania) first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 698 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 29,143 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.79M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 323 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $30.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #94 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
698 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.