Strategic Family Wealth Counselors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Strategic Family Wealth Counselors’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	$392K	Buy	4,102 +30	+0.7%	+$2.83K	0.09%	122
2026 Q1	$358K	Buy	4,072 +1	+0%	+$91	0.09%	117
2025 Q4	$364K	Buy	4,071 +1	+0%	+$89	0.08%	154
2025 Q3	$362K	Buy	4,070 +1	+0%	+$87	0.09%	117
2025 Q2	$341K	Buy	4,069 +371	+10%	+$29.4K	0.1%	114
2025 Q1	$295K	Buy	3,698 +1	+0%	+$82	0.1%	113
2024 Q4	$299K	Buy	3,697 +45	+1%	+$3.76K	0.1%	107
2024 Q3	$304K	Hold	3,652	–	–	0.11%	102
2024 Q2	$285K	Sell	3,652 -852	-19%	-$64.4K	0.11%	99
2024 Q1	$343K	Buy	4,504 +156	+4%	+$11.4K	0.14%	81
2023 Q4	$306K	Buy	4,348 +1	+0%	+$66	0.13%	85
2023 Q3	$276K	Buy	4,347 +1	+0%	+$66	0.13%	84
2023 Q2	$290K	Buy	4,346 +1	+0%	+$64	0.13%	81
2023 Q1	$271K	Buy	4,345 +1	+0%	+$61	0.13%	83
2022 Q4	$262K	Buy	4,344 +2	+0%	+$119	0.13%	83
2022 Q3	$234K	Buy	4,342 +71	+2%	+$4.2K	0.11%	81
2022 Q2	$245K	Buy	4,271 +264	+7%	+$16K	0.12%	80
2022 Q1	$255K	Buy	4,007 +247	+7%	+$15.6K	0.1%	86
2021 Q4	$248K	Buy	3,760 +25	+0.7%	+$1.57K	0.08%	89
2021 Q3	$220K	Buy	+3,735	New	+$229K	0.08%	88

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

Strategic Family Wealth Counselors's DGRW Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.74% in Q2 2026, buying an estimated $2.83K and bringing the position to 4,102 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #122.

Strategic Family Wealth Counselors first reported a position in DGRW in Q3 2021 and has held it in 20 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Strategic Family Wealth Counselors held 4,102 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $392K as of Q2 2026.
Strategic Family Wealth Counselors bought 30 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.83K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #122 holding.
Strategic Family Wealth Counselors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 20 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.