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Vision Retirement’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vision Retirement’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 		$11.4K Buy
119
+1
+0.8% +$94 ﹤0.01% 424
2026
Q1 		$10.4K Hold
118
– – ﹤0.01% 410
2025
Q4 		$10.6K Buy
+118
New +$10.5K ﹤0.01% 402

Other funds holding DGRW

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
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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's DGRW Position: Q2 2026 in Review

Vision Retirement increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.85% in Q2 2026, buying an estimated $94 and bringing the position to 119 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Vision Retirement first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Vision Retirement held 119 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.4K as of Q2 2026.
  • Vision Retirement bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q2 2026, an estimated $94.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #424 holding.
  • Vision Retirement first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.