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

Talisman 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	$1.95M	Buy	22,161 +12	+0.1%	+$1.09K	1.57%	16
2025 Q4	$1.98M	Buy	22,149 +17	+0.1%	+$1.51K	1.54%	17
2025 Q3	$1.97M	Buy	22,132 +39	+0.2%	+$3.38K	1.63%	18
2025 Q2	$1.85M	Buy	22,093 +44	+0.2%	+$3.49K	1.69%	17
2025 Q1	$1.76M	Buy	22,049 +40	+0.2%	+$3.28K	1.81%	15
2024 Q4	$1.78M	Buy	22,009 +63	+0.3%	+$5.27K	1.89%	13
2024 Q3	$1.82M	Buy	21,946 +75	+0.3%	+$6.01K	1.92%	13
2024 Q2	$1.71M	Buy	21,871 +78	+0.4%	+$5.89K	1.97%	13
2024 Q1	$1.66M	Buy	21,793 +55	+0.3%	+$4.01K	2.09%	12
2023 Q4	$1.53M	Buy	21,738 +86	+0.4%	+$5.68K	2.27%	11
2023 Q3	$1.37M	Buy	21,652 +79	+0.4%	+$5.25K	2.38%	12
2023 Q2	$1.44M	Buy	21,573 +71	+0.3%	+$4.51K	2.45%	11
2023 Q1	$1.34M	Buy	21,502 +66	+0.3%	+$4.06K	2.42%	11
2022 Q4	$1.29M	Buy	+21,436	New	+$1.28M	2.75%	10

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Talisman Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.05% in Q1 2026, buying an estimated $1.09K and bringing the position to 22,161 shares worth $1.95M. The position accounts for 1.57% of the portfolio, ranked #16.

Talisman Wealth Advisors first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Talisman Wealth Advisors held 22,161 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.95M as of Q1 2026.
Talisman Wealth Advisors bought 12 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.09K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.57% of Talisman Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Talisman Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.98M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.