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Team Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Team Financial Group’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
Q3 		$40.4M Buy
415,303
+7,908
+2% +$775K 15.96% 1
2026
Q2 		$39M Buy
407,395
+15,684
+4% +$1.48M 16.54% 1
2026
Q1 		$34.4M Buy
391,711
+3,947
+1% +$359K 15.62% 1
2025
Q4 		$34.7M Buy
387,764
+6,030
+2% +$538K 15.73% 1
2025
Q3 		$34M Buy
381,734
+5,403
+1% +$469K 15.74% 1
2025
Q2 		$31.5M Buy
376,331
+23,560
+7% +$1.87M 15.49% 1
2025
Q1 		$28.2M Buy
352,771
+1,516
+0.4% +$124K 16.26% 1
2024
Q4 		$28.4M Buy
351,255
+10,153
+3% +$849K 16.3% 1
2024
Q3 		$28.4M Buy
341,102
+7,553
+2% +$605K 16.88% 1
2024
Q2 		$26M Buy
333,549
+20,307
+6% +$1.53M 16.73% 1
2024
Q1 		$23.9M Buy
313,242
+36,670
+13% +$2.68M 16.06% 1
2023
Q4 		$19.4M Buy
276,572
+21,191
+8% +$1.4M 13.95% 3
2023
Q3 		$16.2M Buy
+255,381
New +$17M 13.39% 3

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Team Financial Group's DGRW Position: Q3 2026 in Review

Team Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q3 2026, buying an estimated $775K and bringing the position to 415,303 shares worth $40.4M. The position accounts for 15.96% of the portfolio, ranked #1.

Team Financial Group first reported a position in DGRW in Q3 2023 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Team Financial Group held 415,303 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $40.4M as of Q3 2026.
  • Team Financial Group bought 7,908 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $775K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 15.96% of Team Financial Group's portfolio in Q3 2026, its #1 holding.
  • Team Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 13 quarters since.
  • 703 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.