Tempus Wealth Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tempus Wealth Planning’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	$2.31M	Buy	24,200 +735	+3%	+$69.4K	0.45%	56
2026 Q1	$2.06M	Sell	23,465 -388	-2%	-$35.3K	0.47%	55
2025 Q4	$2.13M	Sell	23,853 -629	-3%	-$56.1K	0.49%	48
2025 Q3	$2.18M	Sell	24,482 -710	-3%	-$61.6K	0.5%	48
2025 Q2	$2.11M	Sell	25,192 -11,013	-30%	-$874K	0.53%	50
2025 Q1	$2.89M	Buy	36,205 +1,666	+5%	+$136K	0.86%	26
2024 Q4	$2.8M	Buy	34,539 +22,103	+178%	+$1.85M	0.85%	29
2024 Q3	$1.03M	Buy	12,436 +198	+2%	+$15.9K	0.38%	75
2024 Q2	$955K	Buy	12,238 +208	+2%	+$15.7K	0.4%	68
2024 Q1	$917K	Sell	12,030 -2,014	-14%	-$147K	0.4%	70
2023 Q4	$987K	Sell	14,044 -903	-6%	-$59.6K	0.43%	66
2023 Q3	$949K	Sell	14,947 -138	-0.9%	-$9.17K	0.48%	53
2023 Q2	$1.01M	Buy	+15,085	New	+$958K	0.45%	67

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

Tempus Wealth Planning's DGRW Position: Q2 2026 in Review

Tempus Wealth Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q2 2026, buying an estimated $69.4K and bringing the position to 24,200 shares worth $2.31M. The position accounts for 0.45% of the portfolio, ranked #56.

Tempus Wealth Planning first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.89M in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Tempus Wealth Planning held 24,200 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.31M as of Q2 2026.
Tempus Wealth Planning bought 735 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $69.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.45% of Tempus Wealth Planning's portfolio in Q2 2026, its #56 holding.
Tempus Wealth Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Tempus Wealth Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.89M in Q1 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.