Walkner Condon Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Walkner Condon Financial 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	$200K	Buy	+2,092	New	+$198K	0.02%	340
2025 Q4	–	Sell	-3,329	Closed	-$296K	–	312
2025 Q3	$296K	Hold	3,329	–	–	0.05%	234
2025 Q2	$279K	Sell	3,329 -326	-9%	-$25.9K	0.05%	226
2025 Q1	$292K	Sell	3,655 -453	-11%	-$37.1K	0.06%	206
2024 Q4	$332K	Sell	4,108 -22	-0.5%	-$1.84K	0.07%	202
2024 Q3	$344K	Buy	4,130 +413	+11%	+$33.1K	0.07%	197
2024 Q2	$290K	Buy	3,717 +519	+16%	+$39.2K	0.06%	204
2024 Q1	$244K	Buy	3,198 +328	+11%	+$23.9K	0.05%	238
2023 Q4	$202K	Buy	+2,870	New	+$190K	0.05%	260
2023 Q3	–	Sell	-3,059	Closed	-$204K	–	246
2023 Q2	$204K	Buy	+3,059	New	+$194K	0.05%	235

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

Walkner Condon Financial Advisors's DGRW Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,092 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in DGRW as recently as Q3 2025.

Walkner Condon Financial Advisors first reported a position in DGRW in Q2 2023 and has held it in 10 quarters since. The position peaked at $344K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Walkner Condon Financial Advisors held 2,092 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $200K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Walkner Condon Financial Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #340 holding.
Walkner Condon Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 10 quarters since.
Walkner Condon Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $344K 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.