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

Stratos Wealth Partners’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 		$9.63M Sell
100,714
-13,846
-12% -$1.31M 0.1% 220
2026
Q1 		$10.1M Sell
114,560
-18,889
-14% -$1.72M 0.11% 190
2025
Q4 		$11.9M Sell
133,449
-61,210
-31% -$5.46M 0.13% 155
2025
Q3 		$17.3M Buy
194,659
+3,599
+2% +$312K 0.2% 98
2025
Q2 		$16M Buy
191,060
+6,560
+4% +$520K 0.22% 97
2025
Q1 		$14.7M Buy
184,500
+44,012
+31% +$3.61M 0.22% 97
2024
Q4 		$11.4M Buy
140,488
+17,172
+14% +$1.44M 0.16% 125
2024
Q3 		$10.3M Buy
123,316
+23,255
+23% +$1.86M 0.15% 144
2024
Q2 		$7.81M Sell
100,061
-1,076
-1% -$81.3K 0.13% 165
2024
Q1 		$7.71M Sell
101,137
-44,216
-30% -$3.23M 0.13% 166
2023
Q4 		$10.2M Buy
145,353
+44,332
+44% +$2.93M 0.19% 115
2023
Q3 		$6.41M Buy
101,021
+11,629
+13% +$773K 0.14% 166
2023
Q2 		$5.96M Buy
89,392
+36,818
+70% +$2.34M 0.14% 166
2023
Q1 		$3.28M Buy
52,574
+2,990
+6% +$184K 0.09% 224
2022
Q4 		$2.99M Sell
49,584
-26,235
-35% -$1.57M 0.08% 260
2022
Q3 		$4.09M Buy
75,819
+11,099
+17% +$656K 0.11% 182
2022
Q2 		$3.71M Buy
64,720
+5,775
+10% +$350K 0.09% 208
2022
Q1 		$3.75M Sell
58,945
-20,740
-26% -$1.31M 0.08% 225
2021
Q4 		$5.25M Sell
79,685
-10,693
-12% -$672K 0.12% 187
2021
Q3 		$5.32M Sell
90,378
-2,813
-3% -$172K 0.14% 171
2021
Q2 		$5.56M Buy
93,191
+13,110
+16% +$774K 0.14% 165
2021
Q1 		$4.58M Sell
80,081
-4,084
-5% -$224K 0.13% 179
2020
Q4 		$4.54M Buy
84,165
+3,777
+5% +$196K 0.13% 170
2020
Q3 		$3.98M Sell
80,388
-18,476
-19% -$897K 0.13% 171
2020
Q2 		$4.5M Buy
98,864
+74,360
+303% +$3.22M 0.16% 147
2020
Q1 		$953K Buy
24,504
+6,112
+33% +$278K 0.04% 341
2019
Q4 		$891K Buy
18,392
+5,361
+41% +$250K 0.04% 420
2019
Q3 		$588K Buy
13,031
+2,929
+29% +$130K 0.03% 510
2019
Q2 		$441K Buy
10,102
+3,357
+50% +$145K 0.02% 620
2019
Q1 		$290K Buy
6,745
+120
+2% +$4.95K 0.01% 723
2018
Q4 		$254K Buy
6,625
+650
+11% +$26.9K 0.01% 719
2018
Q3 		$265K Buy
+5,975
New +$258K 0.01% 756
2018
Q2 		– Sell
-10
Closed – – 1331
2018
Q1 		$0 Hold
10
– – ﹤0.01% 3135
2017
Q4 		$0 Buy
+10
New +$399 ﹤0.01% 2804

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 $1.78B AUM 13.07% 1-Year Est. Return
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 Partners's DGRW Position: Q2 2026 in Review

Stratos Wealth Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q2 2026, selling an estimated $1.31M and leaving 100,714 shares worth $9.63M. The position accounts for 0.1% of the portfolio, ranked #220.

Stratos Wealth Partners first reported a position in DGRW in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.3M in Q3 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Stratos Wealth Partners held 100,714 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.63M as of Q2 2026.
  • Stratos Wealth Partners sold 13,846 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.31M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Stratos Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 34 quarters since.
  • Stratos Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.3M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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