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

Sun Group 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	$351K	Sell	3,676 -355	-9%	-$33.5K	0.24%	63
2026 Q1	$354K	Buy	+4,031	New	+$367K	0.28%	56

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

Sun Group Wealth Partners's DGRW Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q2 2026, selling an estimated $33.5K and leaving 3,676 shares worth $351K. The position accounts for 0.24% of the portfolio, ranked #63.

Sun Group Wealth Partners first reported a position in DGRW in Q1 2026 and has held it in 2 quarters since. The position peaked at $354K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Sun Group Wealth Partners held 3,676 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $351K as of Q2 2026.
Sun Group Wealth Partners sold 355 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $33.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.24% of Sun Group Wealth Partners's portfolio in Q2 2026, its #63 holding.
Sun Group Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
Sun Group Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $354K in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.