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

Trust Point 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 Q3	$943K	Hold	9,696	–	–	0.07%	152
2026 Q2	$927K	Hold	9,696	–	–	0.08%	132
2026 Q1	$852K	Hold	9,696	–	–	0.07%	145
2025 Q4	$867K	Hold	9,696	–	–	0.07%	136
2025 Q3	$863K	Hold	9,696	–	–	0.07%	140
2025 Q2	$812K	Hold	9,696	–	–	0.08%	124
2025 Q1	$774K	Sell	9,696 -1	-0%	-$82	0.07%	144
2024 Q4	$785K	Hold	9,697	–	–	0.05%	198
2024 Q3	$807K	Hold	9,697	–	–	0.06%	196
2024 Q2	$757K	Hold	9,697	–	–	0.06%	193
2024 Q1	$739K	Hold	9,697	–	–	0.06%	208
2023 Q4	$682K	Buy	+9,697	New	+$640K	0.06%	210

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Trust Point Inc's DGRW Position: Q3 2026 in Review

Trust Point Inc held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 9,696 shares worth $943K. The position accounts for 0.07% of the portfolio, ranked #152.

Trust Point Inc first reported a position in DGRW in Q4 2023 and has held it in 12 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Trust Point Inc held 9,696 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $943K as of Q3 2026.
Trust Point Inc left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Trust Point Inc's portfolio in Q3 2026, its #152 holding.
Trust Point Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 12 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.