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 Q2	$2.75M	Sell	28,091 -4,743	-14%	-$448K	0.16%	94
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 $1.55T 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

Triad Wealth Partners's DGRW Position: Q2 2026 in Review

Triad Wealth Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q2 2026, selling an estimated $448K and leaving 28,091 shares worth $2.75M. The position accounts for 0.16% of the portfolio, ranked #94.

Triad Wealth Partners first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q2 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Triad Wealth Partners held 28,091 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.75M as of Q2 2026.
Triad Wealth Partners sold 4,743 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $448K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of Triad Wealth Partners's portfolio in Q2 2026, its #94 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 10 quarters since.
Triad Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.6M in Q2 2024.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.