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WealthBridge Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

WealthBridge Capital 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 		$1.53M Sell
16,008
-600
-4% -$56.7K 0.3% 67
2026
Q1 		$1.46M Buy
16,608
+20
+0.1% +$1.82K 0.34% 62
2025
Q4 		$1.48M Sell
16,588
-18
-0.1% -$1.6K 0.34% 62
2025
Q3 		$1.48M Sell
16,606
-65
-0.4% -$5.64K 0.35% 62
2025
Q2 		$1.4M Buy
16,671
+1,399
+9% +$111K 0.35% 59
2025
Q1 		$1.22M Sell
15,272
-674
-4% -$55.2K 0.34% 62
2024
Q4 		$1.29M Sell
15,946
-164
-1% -$13.7K 0.36% 58
2024
Q3 		$1.34M Sell
16,110
-498
-3% -$39.9K 0.38% 56
2024
Q2 		$1.3M Sell
16,608
-285
-2% -$21.5K 0.43% 49
2024
Q1 		$1.29M Sell
16,893
-16
-0.1% -$1.17K 0.43% 50
2023
Q4 		$1.19M Sell
16,909
-1
-0% -$66 0.45% 49
2023
Q3 		$1.07M Buy
16,910
+302
+2% +$20.1K 0.44% 51
2023
Q2 		$1.11M Sell
16,608
-606
-4% -$38.5K 0.44% 48
2023
Q1 		$1.07M Buy
17,214
+2
+0% +$123 0.43% 53
2022
Q4 		$1.04M Buy
17,212
+233
+1% +$13.9K 0.43% 52
2022
Q3 		$973K Hold
16,979
– – 0.42% 50
2022
Q2 		$973K Buy
16,979
+455
+3% +$27.6K 0.42% 50
2022
Q1 		$1.05M Sell
16,524
-1,346
-8% -$84.9K 0.39% 57
2021
Q4 		$1.18M Sell
17,870
-2,071
-10% -$130K 0.44% 52
2021
Q3 		$1.17M Sell
19,941
-349
-2% -$21.4K 0.44% 49
2021
Q2 		$1.21M Buy
20,290
+19
+0.1% +$1.12K 0.44% 51
2021
Q1 		$1.16M Sell
20,271
-265
-1% -$14.5K 0.47% 50
2020
Q4 		$1.11M Buy
20,536
+956
+5% +$49.5K 0.49% 47
2020
Q3 		$971K Sell
19,580
-618
-3% -$30K 0.5% 45
2020
Q2 		$919K Sell
20,198
-545
-3% -$23.6K 0.52% 45
2020
Q1 		$807K Sell
20,743
-4,481
-18% -$204K 0.56% 44
2019
Q4 		$1.22M Buy
25,224
+2,909
+13% +$136K 0.79% 32
2019
Q3 		$1.01M Buy
22,315
+13,078
+142% +$579K 0.72% 36
2019
Q2 		$354K Sell
9,237
-10,889
-54% -$471K 0.32% 69
2019
Q1 		$866K Buy
20,126
+10,889
+118% +$449K 0.55% 37
2018
Q4 		$354K Buy
+9,237
New +$382K 0.27% 69

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

WealthBridge Capital Management's DGRW Position: Q2 2026 in Review

WealthBridge Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.6% in Q2 2026, selling an estimated $56.7K and leaving 16,008 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #67.

WealthBridge Capital Management first reported a position in DGRW in Q4 2018 and has held it in 31 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • WealthBridge Capital Management held 16,008 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.53M as of Q2 2026.
  • WealthBridge Capital Management sold 600 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $56.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.3% of WealthBridge Capital Management's portfolio in Q2 2026, its #67 holding.
  • WealthBridge Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 31 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.