Vermillion Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vermillion 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
2026 Q2	$9.93K	Sell	104 -38	-27%	-$3.59K	﹤0.01%	1184
2026 Q1	$12.5K	Hold	142	–	–	﹤0.01%	368
2025 Q4	$12.7K	Buy	142 +12	+9%	+$1.07K	0.01%	344
2025 Q3	$11.6K	Buy	130 +22	+20%	+$1.91K	﹤0.01%	1007
2025 Q2	$9.03K	Buy	108 +9	+9%	+$714	﹤0.01%	346
2025 Q1	$7.94K	Hold	99	–	–	﹤0.01%	1038
2024 Q4	$8.02K	Buy	+99	New	+$8.28K	﹤0.01%	356

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

Vermillion Wealth Management's DGRW Position: Q2 2026 in Review

Vermillion Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 27% in Q2 2026, selling an estimated $3.59K and leaving 104 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Vermillion Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Vermillion Wealth Management held 104 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.93K as of Q2 2026.
Vermillion Wealth Management sold 38 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.59K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1184 holding.
Vermillion Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12.7K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.