Turtle Creek Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Turtle Creek Wealth Advisors’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	$777K	Hold	8,131	–	–	0.04%	200
2026 Q1	$714K	Sell	8,131 -5,219	-39%	-$475K	0.05%	174
2025 Q4	$1.19M	Buy	13,350 +3,224	+32%	+$287K	0.09%	134
2025 Q3	$901K	Buy	+10,126	New	+$878K	0.08%	144

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

Turtle Creek Wealth Advisors's DGRW Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 8,131 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #200.

Turtle Creek Wealth Advisors first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Turtle Creek Wealth Advisors held 8,131 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $777K as of Q2 2026.
Turtle Creek Wealth Advisors 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 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Turtle Creek Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.19M in Q4 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.