Symphony Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Symphony Financial Services’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	$2.79M	Buy	29,209 +486	+2%	+$45.9K	1.25%	23
2026 Q1	$2.52M	Buy	28,723 +741	+3%	+$67.4K	1.3%	23
2025 Q4	$2.5M	Buy	27,982 +724	+3%	+$64.5K	1.28%	22
2025 Q3	$2.42M	Sell	27,258 -460	-2%	-$39.9K	1.31%	22
2025 Q2	$2.32M	Buy	27,718 +91	+0.3%	+$7.22K	1.39%	20
2025 Q1	$2.21M	Sell	27,627 -637	-2%	-$52.2K	1.44%	20
2024 Q4	$2.29M	Sell	28,264 -4,133	-13%	-$346K	1.84%	17
2024 Q3	$2.35M	Buy	32,397 +4,194	+15%	+$336K	2%	16
2024 Q2	$2.57M	Buy	+28,203	New	+$2.13M	2.21%	14

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Symphony Financial Services's DGRW Position: Q2 2026 in Review

Symphony Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, buying an estimated $45.9K and bringing the position to 29,209 shares worth $2.79M. The position accounts for 1.25% of the portfolio, ranked #23.

Symphony Financial Services first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Symphony Financial Services held 29,209 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.79M as of Q2 2026.
Symphony Financial Services bought 486 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $45.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.25% of Symphony Financial Services's portfolio in Q2 2026, its #23 holding.
Symphony Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.