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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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Trust Point Inc's DGRW Position: Q2 2026 in Review

Trust Point Inc held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 9,696 shares worth $927K. The position accounts for 0.08% of the portfolio, ranked #132.

Trust Point Inc first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Trust Point Inc held 9,696 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $927K as of Q2 2026.
  • Trust Point Inc left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #132 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 11 quarters since.
  • 158 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.