Strategic Financial Concepts’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Strategic Financial Concepts’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	$221K	Sell	2,310 -7,224	-76%	-$682K	0.07%	219
2026 Q1	$837K	Sell	9,534 -10,897	-53%	-$991K	0.21%	114
2025 Q4	$1.83M	Buy	+20,431	New	+$1.82M	1.67%	18
2025 Q2	–	Sell	-10,192	Closed	-$814K	–	306
2025 Q1	$814K	Sell	10,192 -24,061	-70%	-$1.97M	0.15%	138
2024 Q4	$2.77M	Buy	+34,253	New	+$2.86M	0.53%	49
2024 Q3	–	Sell	-171,889	Closed	-$1.02M	–	346
2024 Q2	$1.02M	Buy	171,889 +156,727	+1,034%	+$11.8M	0.59%	48
2024 Q1	$1.16M	Buy	15,162 +2,012	+15%	+$147K	0.28%	82
2023 Q4	$924K	Sell	13,150 -2,563	-16%	-$169K	0.55%	53
2023 Q3	$998K	Buy	15,713 +284	+2%	+$18.9K	0.34%	72
2023 Q2	$1.03M	Sell	15,429 -1,176	-7%	-$74.7K	0.38%	70
2023 Q1	$1.04M	Buy	+16,605	New	+$1.02M	0.42%	63

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 Financial Concepts's DGRW Position: Q2 2026 in Review

Strategic Financial Concepts reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 76% in Q2 2026, selling an estimated $682K and leaving 2,310 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #219.

Strategic Financial Concepts first reported a position in DGRW in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.77M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Strategic Financial Concepts held 2,310 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $221K as of Q2 2026.
Strategic Financial Concepts sold 7,224 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $682K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #219 holding.
Strategic Financial Concepts first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.77M in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.