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Tyler-Stone Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tyler-Stone Wealth Management’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
2025
Q2 		$26.3M Buy
314,479
+21,446
+7% +$1.7M 4.24% 2
2025
Q1 		$23.4M Buy
293,033
+10,117
+4% +$829K 4.2% 3
2024
Q4 		$22.9M Buy
282,916
+23,988
+9% +$2.01M 4.07% 3
2024
Q3 		$21.5M Buy
258,928
+141,441
+120% +$11.3M 4.07% 3
2024
Q2 		$9.17M Buy
117,487
+25,149
+27% +$1.9M 3.77% 3
2024
Q1 		$7.04M Buy
92,338
+32,327
+54% +$2.36M 3.11% 5
2023
Q4 		$4.22M Buy
60,011
+7,915
+15% +$523K 2.11% 6
2023
Q3 		$3.31M Buy
52,096
+23,096
+80% +$1.53M 1.89% 7
2023
Q2 		$1.93M Buy
+29,000
New +$1.84M 1.09% 20
2022
Q4 		$1.57M Buy
25,989
+1,889
+8% +$113K 1.07% 21
2022
Q3 		$1.3M Buy
24,100
+1,622
+7% +$95.9K 0.99% 22
2022
Q2 		$1.29M Buy
22,478
+617
+3% +$37.4K 0.86% 28
2022
Q1 		$1.39M Buy
21,861
+3,951
+22% +$249K 0.77% 34
2021
Q4 		$1.18M Buy
+17,910
New +$1.12M 0.62% 36

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tyler-Stone Wealth Management's DGRW Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.3% in Q2 2025, buying an estimated $1.7M and bringing the position to 314,479 shares worth $26.3M. The position accounts for 4.24% of the portfolio, ranked #2.

Tyler-Stone Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 14 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Tyler-Stone Wealth Management held 314,479 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $26.3M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 21,446 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.7M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 4.24% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #2 holding.
  • Tyler-Stone Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 14 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.