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TS Financial Group (TSFG)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TS Financial Group (TSFG)’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 		$29K Hold
308
– – ﹤0.01% 456
2026
Q1 		$27K Hold
308
– – ﹤0.01% 430
2025
Q4 		$28K Sell
308
-29
-9% -$2.58K ﹤0.01% 427
2025
Q3 		$30K Sell
337
-87
-21% -$7.55K ﹤0.01% 413
2025
Q2 		$36K Hold
424
– – 0.01% 383
2025
Q1 		$34K Buy
424
+1
+0.2% +$82 0.01% 372
2024
Q4 		$34K Hold
423
– – 0.01% 339
2024
Q3 		$35K Buy
423
+1
+0.2% +$80 0.01% 335
2024
Q2 		$33K Hold
422
– – 0.01% 319
2024
Q1 		$32K Sell
422
-2,362
-85% -$172K 0.01% 326
2023
Q4 		$196K Hold
2,784
– – 0.06% 136
2023
Q3 		$177K Hold
2,784
– – 0.06% 148
2023
Q2 		$186K Hold
2,784
– – 0.07% 138
2023
Q1 		$174K Sell
2,784
-60
-2% -$3.69K 0.06% 136
2022
Q4 		$172K Hold
2,844
– – 0.07% 143
2022
Q3 		$153K Buy
2,844
+400
+16% +$23.7K 0.07% 135
2022
Q2 		$140K Sell
2,444
-349
-12% -$21.2K 0.06% 149
2022
Q1 		$178K Sell
2,793
-29
-1% -$1.83K 0.06% 136
2021
Q4 		$186K Hold
2,822
– – 0.06% 134
2021
Q3 		$166K Buy
2,822
+478
+20% +$29.3K 0.06% 150
2021
Q2 		$140K Buy
2,344
+1,135
+94% +$67K 0.06% 168
2021
Q1 		$69K Buy
1,209
+679
+128% +$37.3K 0.04% 225
2020
Q4 		$29K Hold
530
– – 0.02% 316
2020
Q3 		$26K Buy
530
+220
+71% +$10.7K 0.02% 298
2020
Q2 		$14K Buy
+310
New +$13.4K 0.01% 373

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TS Financial Group (TSFG)'s DGRW Position: Q2 2026 in Review

TS Financial Group (TSFG) held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 308 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

TS Financial Group (TSFG) first reported a position in DGRW in Q2 2020 and has held it in 25 quarters since. The position peaked at $196K in Q4 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • TS Financial Group (TSFG) held 308 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29K as of Q2 2026.
  • TS Financial Group (TSFG) 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 ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #456 holding.
  • TS Financial Group (TSFG) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 25 quarters since.
  • TS Financial Group (TSFG)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $196K in Q4 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.