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

Wealth Management Resources’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 		$1.51M Sell
15,799
-3,875
-20% -$366K 0.47% 22
2026
Q1 		$1.73M Sell
19,674
-3,341
-15% -$304K 0.6% 20
2025
Q4 		$2.06M Sell
23,015
-1,643
-7% -$146K 0.72% 19
2025
Q3 		$2.19M Sell
24,658
-151
-0.6% -$13.1K 0.71% 21
2025
Q2 		$2.08M Sell
24,809
-18,857
-43% -$1.5M 0.71% 21
2025
Q1 		$3.49M Sell
43,666
-2,696
-6% -$221K 1.27% 17
2024
Q4 		$3.75M Sell
46,362
-119,180
-72% -$9.97M 1.38% 17
2024
Q3 		$13.8M Sell
165,542
-1,001
-0.6% -$80.2K 5.52% 7
2024
Q2 		$13M Sell
166,543
-11,825
-7% -$894K 5.58% 7
2024
Q1 		$13.6M Sell
178,368
-2,110
-1% -$154K 5.87% 6
2023
Q4 		$12.7M Sell
180,478
-1,919
-1% -$127K 5.96% 6
2023
Q3 		$11.6M Sell
182,397
-434
-0.2% -$28.8K 5.6% 5
2023
Q2 		$12.2M Sell
182,831
-6,941
-4% -$441K 7.09% 6
2023
Q1 		$11.8M Buy
189,772
+1,502
+0.8% +$92.3K 7.28% 3
2022
Q4 		$11.4M Sell
188,270
-679
-0.4% -$40.5K 7.37% 3
2022
Q3 		$10.2M Buy
188,949
+1,829
+1% +$108K 6.78% 3
2022
Q2 		$10.7M Buy
187,120
+47,354
+34% +$2.87M 6.6% 3
2022
Q1 		$8.9M Buy
139,766
+1,181
+0.9% +$74.5K 6.15% 6
2021
Q4 		$9.13M Buy
+138,585
New +$8.7M 5.88% 5

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 $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Management Resources reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 20% in Q2 2026, selling an estimated $366K and leaving 15,799 shares worth $1.51M. The position accounts for 0.47% of the portfolio, ranked #22.

Wealth Management Resources first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wealth Management Resources held 15,799 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.51M as of Q2 2026.
  • Wealth Management Resources sold 3,875 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $366K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.47% of Wealth Management Resources's portfolio in Q2 2026, its #22 holding.
  • Wealth Management Resources first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.8M 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 Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.