Triad Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Triad Wealth Partners’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 Q1	$2.88M	Buy	32,834 +2,161	+7%	+$196K	0.23%	82
2025 Q4	$2.74M	Buy	30,673 +4,757	+18%	+$424K	0.26%	73
2025 Q3	$2.31M	Buy	25,916 +2,866	+12%	+$249K	0.3%	63
2025 Q2	$1.93M	Sell	23,050 -7,663	-25%	-$608K	0.39%	51
2025 Q1	$2.45M	Sell	30,713 -10,779	-26%	-$883K	0.76%	30
2024 Q4	$3.36M	Sell	41,492 -56,825	-58%	-$4.75M	1.21%	20
2024 Q3	$8.18M	Sell	98,317 -37,205	-27%	-$2.98M	4.35%	6
2024 Q2	$10.6M	Buy	135,522 +20,192	+18%	+$1.53M	5.54%	5
2024 Q1	$8.79M	Buy	+115,330	New	+$8.41M	6.74%	5

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triad Wealth Partners's DGRW Position: Q1 2026 in Review

Triad Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7% in Q1 2026, buying an estimated $196K and bringing the position to 32,834 shares worth $2.88M. The position accounts for 0.23% of the portfolio, ranked #82.

Triad Wealth Partners first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q2 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Triad Wealth Partners held 32,834 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.88M as of Q1 2026.
Triad Wealth Partners bought 2,161 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $196K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Triad Wealth Partners's portfolio in Q1 2026, its #82 holding.
Triad Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.6M in Q2 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.