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 Q2	–	Sell	-22,161	Closed	-$1.95M	–	117
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 $1.55T 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

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

Talisman Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 22,161 shares — an estimated $1.95M sold.

Talisman Wealth Advisors first reported a position in DGRW in Q4 2022 and held it in 14 quarters. The position peaked at $1.98M in Q4 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Talisman Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 22,161 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.95M.
Talisman Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 14 quarters.
Talisman Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.98M in Q4 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.