Wealth Enhancement Advisory Services
DGRW icon

Wealth Enhancement Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wealth Enhancement Advisory Services’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 		$70.6M Buy
727,465
+10,692
+1% +$1.01M 0.12% 156
2026
Q1 		$63.1M Sell
716,773
-509,007
-42% -$46.3M 0.13% 147
2025
Q4 		$111M Buy
1,225,780
+2,861
+0.2% +$255K 0.15% 118
2025
Q3 		$109M Buy
1,222,919
+64,999
+6% +$5.64M 0.16% 118
2025
Q2 		$98.7M Sell
1,157,920
-53,306
-4% -$4.23M 0.16% 119
2025
Q1 		$96.7M Buy
1,211,226
+20,107
+2% +$1.65M 0.19% 107
2024
Q4 		$96.4M Buy
1,191,119
+103,231
+9% +$8.63M 0.18% 113
2024
Q3 		$90.5M Buy
1,087,888
+234,273
+27% +$18.8M 0.19% 109
2024
Q2 		$66.6M Buy
853,615
+23,153
+3% +$1.75M 0.16% 135
2024
Q1 		$63.3M Sell
830,462
-156,733
-16% -$11.4M 0.16% 132
2023
Q4 		$69.4M Buy
987,195
+121,898
+14% +$8.05M 0.2% 114
2023
Q3 		$54.9M Buy
865,297
+858,994
+13,628% +$57.1M 0.18% 123
2023
Q2 		$420K Sell
6,303
-1,357
-18% -$86.2K ﹤0.01% 375
2023
Q1 		$478K Buy
+7,660
New +$471K 0.01% 391

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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

Wealth Enhancement Advisory Services's DGRW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 727,465 shares worth $70.6M. The position accounts for 0.12% of the portfolio, ranked #156.

Wealth Enhancement Advisory Services first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. The position peaked at $111M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 727,465 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $70.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,692 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.01M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #156 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $111M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.