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

TritonPoint Wealth’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
2025 Q4	–	Sell	-5,319	Closed	-$473K	–	295
2025 Q3	$473K	Buy	5,319 +1,530	+40%	+$133K	0.04%	233
2025 Q2	$317K	Hold	3,789	–	–	0.03%	278
2025 Q1	$303K	Hold	3,789	–	–	0.03%	272
2024 Q4	$307K	Hold	3,789	–	–	0.03%	269
2024 Q3	$314K	Hold	3,789	–	–	0.03%	261
2024 Q2	$296K	Hold	3,789	–	–	0.03%	256
2024 Q1	$358K	Sell	3,789 -1,300	-26%	-$94.8K	0.04%	241
2023 Q4	$358K	Buy	+5,089	New	+$336K	0.03%	249

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

TritonPoint Wealth's DGRW Position: Q4 2025 in Review

TritonPoint Wealth sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 5,319 shares — an estimated $473K sold.

TritonPoint Wealth first reported a position in DGRW in Q4 2023 and held it in 8 quarters. The position peaked at $473K in Q3 2025. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

TritonPoint Wealth reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 5,319 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $473K.
TritonPoint Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $473K in Q3 2025.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.