Ted Buchan & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ted Buchan & Co’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	$1.22M	Sell	12,540 -140	-1%	-$13.7K	0.4%	51
2026 Q2	$1.21M	Buy	12,680 +101	+0.8%	+$9.5K	0.4%	49
2026 Q1	$1.1M	Sell	12,579 -697	-5%	-$63.4K	0.4%	50
2025 Q4	$1.19M	Buy	13,276 +595	+5%	+$53K	0.44%	50
2025 Q3	$1.13M	Buy	12,681 +1,245	+11%	+$108K	0.44%	51
2025 Q2	$958K	Sell	11,436 -1,059	-8%	-$84K	0.38%	54
2025 Q1	$998K	Sell	12,495 -284	-2%	-$23.3K	0.47%	44
2024 Q4	$1.03M	Sell	12,779 -86	-0.7%	-$7.19K	0.49%	43
2024 Q3	$1.07M	Buy	12,865 +7,783	+153%	+$623K	0.51%	40
2024 Q2	$397K	Buy	+5,082	New	+$384K	0.21%	56

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Ted Buchan & Co's DGRW Position: Q3 2026 in Review

Ted Buchan & Co reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q3 2026, selling an estimated $13.7K and leaving 12,540 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #51.

Ted Buchan & Co first reported a position in DGRW in Q2 2024 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Ted Buchan & Co held 12,540 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.22M as of Q3 2026.
Ted Buchan & Co sold 140 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $13.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.4% of Ted Buchan & Co's portfolio in Q3 2026, its #51 holding.
Ted Buchan & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 10 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.