Strategic Investment Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Strategic Investment Solutions’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	$117K	Hold	1,221	–	–	0.03%	194
2026 Q1	$107K	Hold	1,221	–	–	0.03%	193
2025 Q4	$109K	Hold	1,221	–	–	0.03%	175
2025 Q3	$109K	Hold	1,221	–	–	0.03%	171
2025 Q2	$102K	Hold	1,221	–	–	0.03%	161
2025 Q1	$97.5K	Hold	1,221	–	–	0.03%	143
2024 Q4	$98.8K	Hold	1,221	–	–	0.03%	142
2024 Q3	$102K	Hold	1,221	–	–	0.03%	144
2024 Q2	$97.4K	Buy	+1,221	New	+$92.3K	0.03%	140
2023 Q4	$85.8K	Sell	1,221 -75,702	-98%	-$5M	0.01%	355
2023 Q3	$5.11M	Buy	76,923 +75,702	+6,200%	+$5.03M	0.06%	141
2023 Q2	$77K	Hold	1,221	–	–	0.02%	246
2023 Q1	$76.1K	Buy	+1,221	New	+$75K	0.01%	293

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 Investment Solutions's DGRW Position: Q2 2026 in Review

Strategic Investment Solutions held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,221 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #194.

Strategic Investment Solutions first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.11M in Q3 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Strategic Investment Solutions held 1,221 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $117K as of Q2 2026.
Strategic Investment Solutions left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #194 holding.
Strategic Investment Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.11M in Q3 2023.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.