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

Waterfront Wealth’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	$425K	Sell	4,375 -30	-0.7%	-$2.83K	0.07%	226
2026 Q1	$387K	Hold	4,405	–	–	0.07%	225
2025 Q4	$402K	Hold	4,405	–	–	0.08%	212
2025 Q3	$392K	Sell	4,405 -973	-18%	-$84.4K	0.08%	207
2025 Q2	$450K	Hold	5,378	–	–	0.1%	194
2025 Q1	$429K	Buy	5,378 +459	+9%	+$37.6K	0.1%	190
2024 Q4	$398K	Hold	4,919	–	–	0.1%	198
2024 Q3	$410K	Buy	4,919 +514	+12%	+$41.2K	0.1%	192
2024 Q2	$344K	Hold	4,405	–	–	0.09%	192
2024 Q1	$324K	Hold	4,405	–	–	0.09%	192
2023 Q4	$310K	Buy	4,405 +745	+20%	+$49.2K	0.09%	193
2023 Q3	$229K	Hold	3,660	–	–	0.08%	220
2023 Q2	$251K	Hold	3,660	–	–	0.07%	221
2023 Q1	$228K	Hold	3,660	–	–	0.07%	222
2022 Q4	$227K	Buy	+3,660	New	+$218K	0.08%	225

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Waterfront Wealth's DGRW Position: Q2 2026 in Review

Waterfront Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.68% in Q2 2026, selling an estimated $2.83K and leaving 4,375 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #226.

Waterfront Wealth first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $450K in Q2 2025. 379 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Waterfront Wealth held 4,375 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $425K as of Q2 2026.
Waterfront Wealth sold 30 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.83K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #226 holding.
Waterfront Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
Waterfront Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $450K in Q2 2025.
379 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.