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DGRW icon

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

Stonebridge 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 		$1.38M Sell
14,419
-451
-3% -$42.6K 1.23% 19
2026
Q1 		$1.31M Sell
14,870
-969
-6% -$88.1K 1.25% 19
2025
Q4 		$1.42M Sell
15,839
-1,772
-10% -$158K 1.34% 17
2025
Q3 		$1.57M Sell
17,611
-1,074
-6% -$93.2K 1.34% 21
2025
Q2 		$1.56M Buy
+18,685
New +$1.48M 1.48% 19

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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Stonebridge Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3% in Q2 2026, selling an estimated $42.6K and leaving 14,419 shares worth $1.38M. The position accounts for 1.23% of the portfolio, ranked #19.

Stonebridge Wealth Management first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q3 2025. 269 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Stonebridge Wealth Management held 14,419 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.38M as of Q2 2026.
  • Stonebridge Wealth Management sold 451 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $42.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.23% of Stonebridge Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Stonebridge Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.57M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.