VVP
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Venture Visionary Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Venture Visionary Partners’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
Q3 		$2.05M Sell
21,060
-2,726
-11% -$267K 0.05% 247
2026
Q2 		$2.27M Sell
23,786
-3,242
-12% -$306K 0.06% 230
2026
Q1 		$2.37M Sell
27,028
-152,811
-85% -$13.9M 0.08% 200
2025
Q4 		$16.1M Sell
179,839
-4,267
-2% -$380K 0.53% 43
2025
Q3 		$16.4M Buy
184,106
+20,346
+12% +$1.76M 0.56% 39
2025
Q2 		$13.7M Buy
163,760
+1,825
+1% +$145K 0.51% 45
2025
Q1 		$12.9M Buy
161,935
+23,962
+17% +$1.96M 0.54% 46
2024
Q4 		$11.2M Buy
137,973
+11,964
+9% +$1M 0.47% 53
2024
Q3 		$10.5M Buy
126,009
+9,352
+8% +$749K 0.46% 59
2024
Q2 		$9.11M Buy
116,657
+3,413
+3% +$258K 0.42% 65
2024
Q1 		$8.63M Buy
113,244
+13,969
+14% +$1.02M 0.41% 64
2023
Q4 		$6.98M Buy
99,275
+20,024
+25% +$1.32M 0.37% 76
2023
Q3 		$5.03M Buy
79,251
+12,725
+19% +$846K 0.3% 89
2023
Q2 		$4.43M Buy
+66,526
New +$4.23M 0.26% 100
2022
Q3 		– Sell
-864
Closed -$49.5K – 733
2022
Q2 		$49.5K Buy
+864
New +$52.4K ﹤0.01% 804

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Venture Visionary Partners's DGRW Position: Q3 2026 in Review

Venture Visionary Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q3 2026, selling an estimated $267K and leaving 21,060 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #247.

Venture Visionary Partners first reported a position in DGRW in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.4M in Q3 2025. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Venture Visionary Partners held 21,060 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.05M as of Q3 2026.
  • Venture Visionary Partners sold 2,726 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $267K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Venture Visionary Partners's portfolio in Q3 2026, its #247 holding.
  • Venture Visionary Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 15 quarters since.
  • Venture Visionary Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16.4M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.