Transamerica Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Transamerica Financial Advisors’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	$29K	Buy	+303	New	+$28.6K	﹤0.01%	796
2016 Q2	–	Sell	-11,090	Closed	-$347K	–	461
2016 Q1	$347K	Buy	11,090 +2,032	+22%	+$59.7K	0.03%	256
2015 Q4	$275K	Sell	9,058 -3,106	-26%	-$95.2K	0.02%	283
2015 Q3	$349K	Buy	12,164 +637	+6%	+$19.2K	0.03%	249
2015 Q2	$358K	Buy	11,527 +3,131	+37%	+$99.2K	0.03%	266
2015 Q1	$263K	Buy	+8,396	New	+$262K	0.02%	304

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 $1.78B AUM 13.07% 1-Year Est. Return

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

Transamerica Financial Advisors's DGRW Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 303 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in DGRW as recently as Q1 2016.

Transamerica Financial Advisors first reported a position in DGRW in Q1 2015 and has held it in 6 quarters since. The position peaked at $358K in Q2 2015. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Transamerica Financial Advisors held 303 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Transamerica Financial Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #796 holding.
Transamerica Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2015 and has held it in 6 quarters since.
Transamerica Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $358K in Q2 2015.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.