UHLMANN PRICE SECURITIES’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

UHLMANN PRICE SECURITIES’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	$1.19M	Sell	12,430 -382	-3%	-$36.1K	0.04%	67
2026 Q1	$1.13M	Buy	12,812 +32	+0.3%	+$2.91K	0.08%	60
2025 Q4	$1.14M	Buy	12,780 +146	+1%	+$13K	0.68%	36
2025 Q3	$1.12M	Buy	12,634 +114	+0.9%	+$9.89K	0.69%	35
2025 Q2	$1.05M	Sell	12,520 -142	-1%	-$11.3K	0.75%	31
2025 Q1	$1.01M	Buy	12,662 +133	+1%	+$10.9K	0.74%	34
2024 Q4	$1.01M	Buy	12,529 +273	+2%	+$22.8K	0.77%	32
2024 Q3	$1.02M	Buy	+12,256	New	+$982K	0.81%	26

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 $1.78B AUM 13.07% 1-Year Est. Return

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

UHLMANN PRICE SECURITIES's DGRW Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3% in Q2 2026, selling an estimated $36.1K and leaving 12,430 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #67.

UHLMANN PRICE SECURITIES first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

UHLMANN PRICE SECURITIES held 12,430 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.19M as of Q2 2026.
UHLMANN PRICE SECURITIES sold 382 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $36.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #67 holding.
UHLMANN PRICE SECURITIES first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.