WWM
DGRW icon

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

Waterway Wealth Management’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 		$3.63M Sell
37,946
-4,548
-11% -$430K 0.74% 22
2026
Q1 		$3.73M Sell
42,494
-2,387
-5% -$217K 0.83% 23
2025
Q4 		$4.01M Sell
44,881
-1,396
-3% -$124K 0.91% 21
2025
Q3 		$4.12M Sell
46,277
-17,586
-28% -$1.53M 0.98% 18
2025
Q2 		$5.35M Buy
63,863
+21,410
+50% +$1.7M 1.62% 12
2025
Q1 		$3.39M Buy
42,453
+35,639
+523% +$2.92M 1.41% 11
2024
Q4 		$551K Buy
+6,814
New +$570K 0.24% 43

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Waterway Wealth Management's DGRW Position: Q2 2026 in Review

Waterway Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, selling an estimated $430K and leaving 37,946 shares worth $3.63M. The position accounts for 0.74% of the portfolio, ranked #22.

Waterway Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35M in Q2 2025. 182 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Waterway Wealth Management held 37,946 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.63M as of Q2 2026.
  • Waterway Wealth Management sold 4,548 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $430K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.74% of Waterway Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Waterway Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • Waterway Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.35M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.