TWM
DGRW icon

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

Tradition 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 		$242K Sell
2,532
-89
-3% -$8.41K 0.01% 458
2026
Q1 		$230K Buy
2,621
+4
+0.2% +$364 0.02% 441
2025
Q4 		$234K Sell
2,617
-70
-3% -$6.24K 0.02% 430
2025
Q3 		$239K Buy
2,687
+4
+0.1% +$347 0.02% 418
2025
Q2 		$225K Buy
2,683
+5
+0.2% +$397 0.02% 410
2025
Q1 		$214K Buy
2,678
+129
+5% +$10.6K 0.02% 398
2024
Q4 		$206K Buy
+2,549
New +$213K 0.02% 395
2024
Q1 		– Sell
-2,167
Closed -$152K – 583
2023
Q4 		$152K Buy
2,167
+6
+0.3% +$396 0.02% 371
2023
Q3 		$137K Buy
2,161
+5
+0.2% +$332 0.02% 368
2023
Q2 		$144K Buy
2,156
+5
+0.2% +$318 0.02% 372
2023
Q1 		$134K Buy
2,151
+5
+0.2% +$307 0.02% 365
2022
Q4 		$130K Buy
2,146
+6
+0.3% +$358 0.02% 323
2022
Q3 		$115K Buy
2,140
+7
+0.3% +$414 0.02% 339
2022
Q2 		$122K Sell
2,133
-56
-3% -$3.4K 0.02% 327
2022
Q1 		$139K Buy
2,189
+4
+0.2% +$252 0.02% 342
2021
Q4 		$144K Buy
2,185
+6
+0.3% +$377 0.02% 340
2021
Q3 		$128K Buy
2,179
+5
+0.2% +$306 0.02% 330
2021
Q2 		$130K Sell
2,174
-36
-2% -$2.13K 0.02% 347
2021
Q1 		$126K Sell
2,210
-3,193
-59% -$175K 0.02% 296
2020
Q4 		$292K Buy
+5,403
New +$280K 0.06% 200

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

Tradition Wealth Management's DGRW Position: Q2 2026 in Review

Tradition Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.4% in Q2 2026, selling an estimated $8.41K and leaving 2,532 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #458.

Tradition Wealth Management first reported a position in DGRW in Q4 2020 and has held it in 20 quarters since. The position peaked at $292K in Q4 2020. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Tradition Wealth Management held 2,532 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $242K as of Q2 2026.
  • Tradition Wealth Management sold 89 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.41K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Tradition Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 20 quarters since.
  • Tradition Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $292K in Q4 2020.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.