WIM
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WealthPlan Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

WealthPlan Investment 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 		$1.77M Sell
18,550
-769
-4% -$72.7K 0.09% 173
2026
Q1 		$1.7M Sell
19,319
-5,505
-22% -$501K 0.09% 172
2025
Q4 		$2.22M Sell
24,824
-3,040
-11% -$271K 0.14% 130
2025
Q3 		$2.48M Sell
27,864
-2,060
-7% -$179K 0.16% 113
2025
Q2 		$2.51M Buy
29,924
+6,633
+28% +$526K 0.18% 111
2025
Q1 		$1.86M Buy
23,291
+563
+2% +$46.1K 0.18% 102
2024
Q4 		$1.84M Buy
22,728
+2,411
+12% +$202K 0.18% 106
2024
Q3 		$1.69M Buy
20,317
+4,470
+28% +$358K 0.17% 106
2024
Q2 		$1.24M Buy
15,847
+149
+0.9% +$11.3K 0.19% 89
2024
Q1 		$1.2M Sell
15,698
-595
-4% -$43.4K 0.18% 89
2023
Q4 		$1.15M Buy
16,293
+999
+7% +$66K 0.18% 95
2023
Q3 		$971K Buy
15,294
+8,739
+133% +$581K 0.17% 89
2023
Q2 		$437K Sell
6,555
-7,538
-53% -$479K 0.13% 97
2023
Q1 		$879K Sell
14,093
-8,467
-38% -$520K 0.15% 92
2022
Q4 		$1.43M Buy
22,560
+871
+4% +$52K 0.1% 145
2022
Q3 		$1.34M Buy
+21,689
New +$1.28M 0.1% 144
2022
Q1 		$1.32M Buy
+21,626
New +$1.36M 0.09% 146

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

WealthPlan Investment Management's DGRW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q2 2026, selling an estimated $72.7K and leaving 18,550 shares worth $1.77M. The position accounts for 0.09% of the portfolio, ranked #173.

WealthPlan Investment Management first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.51M in Q2 2025. 328 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • WealthPlan Investment Management held 18,550 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.77M as of Q2 2026.
  • WealthPlan Investment Management sold 769 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $72.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #173 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.51M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.