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Stratos Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stratos Wealth Advisors’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
Q1 		$1.07M Buy
12,178
+652
+6% +$59.3K 0.07% 261
2025
Q4 		$1.03M Buy
11,526
+167
+1% +$14.9K 0.05% 304
2025
Q3 		$1.01M Buy
11,359
+1,006
+10% +$87.3K 0.05% 316
2025
Q2 		$867K Sell
10,353
-158
-2% -$12.5K 0.05% 335
2025
Q1 		$839K Sell
10,511
-332
-3% -$27.2K 0.05% 334
2024
Q4 		$878K Sell
10,843
-31,439
-74% -$2.63M 0.04% 354
2024
Q3 		$3.52M Buy
42,282
+1,472
+4% +$118K 0.16% 139
2024
Q2 		$3.19M Buy
40,810
+5,712
+16% +$432K 0.16% 143
2024
Q1 		$2.67M Buy
35,098
+4,382
+14% +$320K 0.16% 151
2023
Q4 		$2.16M Sell
30,716
-836
-3% -$55.2K 0.12% 210
2023
Q3 		$2M Sell
31,552
-1,103
-3% -$73.3K 0.13% 197
2023
Q2 		$2.18M Sell
32,655
-3,493
-10% -$222K 0.15% 182
2023
Q1 		$2.25M Sell
36,148
-13,503
-27% -$830K 0.17% 167
2022
Q4 		$3M Sell
49,651
-18,120
-27% -$1.08M 0.25% 116
2022
Q3 		$3.65M Buy
67,771
+3,549
+6% +$210K 0.38% 66
2022
Q2 		$3.68M Buy
+64,222
New +$3.89M 0.33% 81
2021
Q3 		– Sell
-6,931
Closed -$414K – 515
2021
Q2 		$414K Buy
+6,931
New +$409K 0.04% 387

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Wealth Advisors's DGRW Position: Q1 2026 in Review

Stratos Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.7% in Q1 2026, buying an estimated $59.3K and bringing the position to 12,178 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #261.

Stratos Wealth Advisors first reported a position in DGRW in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.68M in Q2 2022. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Stratos Wealth Advisors held 12,178 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.07M as of Q1 2026.
  • Stratos Wealth Advisors bought 652 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $59.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Stratos Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Stratos Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.68M in Q2 2022.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.