United Advisor Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

United Advisor Group’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	$13.6M	Buy	141,827 +1,589	+1%	+$150K	1.43%	8
2026 Q1	$12.3M	Buy	140,238 +1,997	+1%	+$182K	1.52%	8
2025 Q4	$12.4M	Buy	138,241 +5,500	+4%	+$490K	1.54%	9
2025 Q3	$11.8M	Sell	132,741 -26,291	-17%	-$2.28M	1.59%	8
2025 Q2	$13.3M	Buy	159,032 +4,659	+3%	+$370K	2.3%	3
2025 Q1	$12.3M	Buy	154,373 +10,123	+7%	+$829K	2.53%	4
2024 Q4	$11.7M	Buy	144,250 +10,314	+8%	+$862K	2.31%	4
2024 Q3	$11.1M	Buy	133,936 +23,419	+21%	+$1.88M	2.52%	4
2024 Q2	$8.63M	Buy	110,517 +22,121	+25%	+$1.67M	2.68%	3
2024 Q1	$6.73M	Buy	+88,396	New	+$6.45M	2.53%	7

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

United Advisor Group's DGRW Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q2 2026, buying an estimated $150K and bringing the position to 141,827 shares worth $13.6M. The position accounts for 1.43% of the portfolio, ranked #8.

United Advisor Group first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

United Advisor Group held 141,827 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.6M as of Q2 2026.
United Advisor Group bought 1,589 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $150K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.43% of United Advisor Group's portfolio in Q2 2026, its #8 holding.
United Advisor Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.