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Total Clarity Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Total Clarity Wealth Management’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 		$510K Buy
5,335
+238
+5% +$22.5K 0.1% 210
2026
Q1 		$448K Sell
5,097
-137
-3% -$12.5K 0.11% 193
2025
Q4 		$468K Buy
5,234
+47
+0.9% +$4.19K 0.11% 182
2025
Q3 		$461K Sell
5,187
-42
-0.8% -$3.64K 0.12% 172
2025
Q2 		$438K Buy
5,229
+432
+9% +$34.3K 0.13% 173
2025
Q1 		$388K Hold
4,797
– – 0.13% 171
2024
Q4 		$388K Sell
4,797
-1,320
-22% -$110K 0.13% 171
2024
Q3 		$509K Buy
6,117
+1,169
+24% +$93.6K 0.16% 143
2024
Q2 		$386K Buy
4,948
+177
+4% +$13.4K 0.13% 158
2024
Q1 		$364K Sell
4,771
-587
-11% -$42.8K 0.13% 179
2023
Q4 		$377K Buy
5,358
+351
+7% +$23.2K 0.15% 153
2023
Q3 		$318K Buy
5,007
+1,498
+43% +$99.5K 0.15% 153
2023
Q2 		$234K Buy
+3,509
New +$223K 0.12% 189
2022
Q3 		– Sell
-534
Closed -$31K – 391
2022
Q2 		$31K Buy
+534
New +$32.4K 0.02% 487
2020
Q1 		– Sell
-7,093
Closed -$344K – 206
2019
Q4 		$344K Buy
+7,093
New +$331K 0.26% 82

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Total Clarity Wealth Management's DGRW Position: Q2 2026 in Review

Total Clarity Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 5,335 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #210.

Total Clarity Wealth Management first reported a position in DGRW in Q4 2019 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Total Clarity Wealth Management held 5,335 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $510K as of Q2 2026.
  • Total Clarity Wealth Management bought 238 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Total Clarity Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Total Clarity Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.