Strait & Sound Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Strait & Sound 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	$1.18M	Buy	12,303 +196	+2%	+$18.5K	0.41%	51
2026 Q1	$1.06M	Buy	12,107 +52	+0.4%	+$4.73K	0.4%	58
2025 Q4	$1.08M	Sell	12,055 -509	-4%	-$45.4K	0.4%	51
2025 Q3	$1.12M	Buy	12,564 +1,316	+12%	+$114K	0.43%	50
2025 Q2	$942K	Buy	11,248 +1,521	+16%	+$121K	0.4%	56
2025 Q1	$777K	Buy	9,727 +4,591	+89%	+$376K	0.36%	61
2024 Q4	$416K	Buy	5,136 +444	+9%	+$37.1K	0.19%	90
2024 Q3	$390K	Buy	+4,692	New	+$376K	0.19%	94

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

Strait & Sound Wealth Management's DGRW Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q2 2026, buying an estimated $18.5K and bringing the position to 12,303 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #51.

Strait & Sound Wealth Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Strait & Sound Wealth Management held 12,303 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.18M as of Q2 2026.
Strait & Sound Wealth Management bought 196 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $18.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.41% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #51 holding.
Strait & Sound Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.