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DGRW icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Venture Visionary Partners's DGRW Position: Q2 2026 in Review

Venture Visionary Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q2 2026, selling an estimated $306K and leaving 23,786 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #230.

Venture Visionary Partners first reported a position in DGRW in Q2 2022 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Venture Visionary Partners held 23,786 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.27M as of Q2 2026.
  • Venture Visionary Partners sold 3,242 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $306K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #230 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 14 quarters since.
  • Venture Visionary Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16.4M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.