Viewpoint Investment Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Viewpoint Investment 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	$5.61M	Buy	58,635 +26,957	+85%	+$2.55M	1.94%	13
2026 Q1	$2.78M	Sell	31,678 -7,320	-19%	-$666K	1.29%	24
2025 Q4	$3.49M	Sell	38,998 -8,515	-18%	-$759K	1.66%	17
2025 Q3	$3.98M	Hold	47,513	–	–	2.17%	11
2025 Q2	$3.98M	Buy	47,513 +29,976	+171%	+$2.38M	2.18%	11
2025 Q1	$1.4M	Buy	+17,537	New	+$1.44M	0.76%	13

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Viewpoint Investment Partners's DGRW Position: Q2 2026 in Review

Viewpoint Investment Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 85% in Q2 2026, buying an estimated $2.55M and bringing the position to 58,635 shares worth $5.61M. The position accounts for 1.94% of the portfolio, ranked #13.

Viewpoint Investment Partners first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Viewpoint Investment Partners held 58,635 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.61M as of Q2 2026.
Viewpoint Investment Partners bought 26,957 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.55M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.94% of Viewpoint Investment Partners's portfolio in Q2 2026, its #13 holding.
Viewpoint Investment Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.