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 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

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

Team Financial Group's DGRW Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q2 2026, buying an estimated $1.48M and bringing the position to 407,395 shares worth $39M. The position accounts for 16.54% of the portfolio, ranked #1.

Team Financial Group first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Team Financial Group held 407,395 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $39M as of Q2 2026.
Team Financial Group bought 15,684 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.48M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 16.54% of Team Financial Group's portfolio in Q2 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 12 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.