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 Q3	$1.31M	Sell	13,487 -932	-6%	-$91.3K	1.17%	18
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Stonebridge Wealth Management's DGRW Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.5% in Q3 2026, selling an estimated $91.3K and leaving 13,487 shares worth $1.31M. The position accounts for 1.17% of the portfolio, ranked #18.

Stonebridge Wealth Management first reported a position in DGRW in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q3 2025. 703 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Stonebridge Wealth Management held 13,487 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.31M as of Q3 2026.
Stonebridge Wealth Management sold 932 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $91.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.17% of Stonebridge Wealth Management's portfolio in Q3 2026, its #18 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 6 quarters since.
Stonebridge Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.57M in Q3 2025.
703 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.