Visionary Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Visionary Wealth Advisors’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	$419K	Hold	4,380	–	–	0.02%	467
2026 Q1	$385K	Sell	4,380 -150	-3%	-$13.6K	0.02%	462
2025 Q4	$405K	Hold	4,530	–	–	0.02%	433
2025 Q3	$403K	Sell	4,530 -132	-3%	-$11.4K	0.02%	431
2025 Q2	$390K	Sell	4,662 -530	-10%	-$42K	0.02%	407
2025 Q1	$415K	Sell	5,192 -90	-2%	-$7.37K	0.02%	378
2024 Q4	$427K	Buy	5,282 +46	+0.9%	+$3.85K	0.03%	377
2024 Q3	$436K	Buy	5,236 +279	+6%	+$22.3K	0.03%	363
2024 Q2	$387K	Buy	4,957 +602	+14%	+$45.5K	0.03%	367
2024 Q1	$332K	Buy	4,355 +155	+4%	+$11.3K	0.02%	394
2023 Q4	$295K	Buy	+4,200	New	+$277K	0.02%	394

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

Visionary Wealth Advisors's DGRW Position: Q2 2026 in Review

Visionary Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,380 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #467.

Visionary Wealth Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $436K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Visionary Wealth Advisors held 4,380 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $419K as of Q2 2026.
Visionary Wealth Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Visionary Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Visionary Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $436K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.