Truepoint Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Truepoint Inc’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	$255K	Buy	+2,667	New	+$252K	0.01%	141

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

Truepoint Inc's DGRW Position: Q2 2026 in Review

Truepoint Inc opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,667 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #141 among its holdings.

788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Truepoint Inc held 2,667 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $255K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Truepoint Inc position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #141 holding.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.