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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
Q2 		$1.27M Buy
13,268
+1,090
+9% +$103K 0.07% 248
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stratos Wealth Advisors's DGRW Position: Q2 2026 in Review

Stratos Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9% in Q2 2026, buying an estimated $103K and bringing the position to 13,268 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #248.

Stratos Wealth Advisors first reported a position in DGRW in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q2 2022. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Stratos Wealth Advisors held 13,268 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.27M as of Q2 2026.
  • Stratos Wealth Advisors bought 1,090 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $103K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #248 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 18 quarters since.
  • Stratos Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.68M in Q2 2022.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.