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Wealthcare Advisory Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wealthcare Advisory Partners’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 		$11M Sell
114,868
-1,306
-1% -$123K 0.21% 97
2026
Q1 		$10.2M Sell
116,174
-3,065
-3% -$279K 0.2% 105
2025
Q4 		$10.7M Buy
119,239
+1,973
+2% +$176K 0.21% 101
2025
Q3 		$10.4M Buy
117,266
+2,967
+3% +$257K 0.22% 97
2025
Q2 		$9.57M Buy
114,299
+2,508
+2% +$199K 0.22% 92
2025
Q1 		$8.93M Buy
111,791
+13,735
+14% +$1.13M 0.24% 81
2024
Q4 		$7.94M Buy
98,056
+37,268
+61% +$3.12M 0.22% 89
2024
Q3 		$5.06M Buy
60,788
+336
+0.6% +$26.9K 0.14% 134
2024
Q2 		$4.72M Sell
60,452
-1,567
-3% -$118K 0.15% 121
2024
Q1 		$4.73M Buy
62,019
+22,351
+56% +$1.63M 0.15% 113
2023
Q4 		$2.79M Buy
39,668
+3,574
+10% +$236K 0.11% 153
2023
Q3 		$2.29M Sell
36,094
-1,063
-3% -$70.6K 0.11% 154
2023
Q2 		$2.48M Buy
37,157
+1,067
+3% +$67.8K 0.11% 156
2023
Q1 		$2.25M Buy
36,090
+5,527
+18% +$340K 0.1% 166
2022
Q4 		$1.84M Buy
+30,563
New +$1.82M 0.09% 171
2022
Q3 		– Sell
-3,552
Closed -$204K – 603
2022
Q2 		$204K Sell
3,552
-580
-14% -$35.2K 0.01% 529
2022
Q1 		$263K Sell
4,132
-106
-3% -$6.69K 0.02% 455
2021
Q4 		$279K Sell
4,238
-308
-7% -$19.3K 0.02% 461
2021
Q3 		$267K Buy
4,546
+260
+6% +$15.9K 0.02% 446
2021
Q2 		$256K Buy
4,286
+11
+0.3% +$650 0.02% 457
2021
Q1 		$244K Buy
+4,275
New +$235K 0.02% 440
2020
Q2 		– Sell
-158
Closed -$6K – 547
2020
Q1 		$6K Buy
+158
New +$7.18K ﹤0.01% 1043

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
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 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

Wealthcare Advisory Partners's DGRW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q2 2026, selling an estimated $123K and leaving 114,868 shares worth $11M. The position accounts for 0.21% of the portfolio, ranked #97.

Wealthcare Advisory Partners first reported a position in DGRW in Q1 2020 and has held it in 22 quarters since. 208 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wealthcare Advisory Partners held 114,868 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,306 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $123K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #97 holding.
  • Wealthcare Advisory Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 22 quarters since.
  • 208 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.