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

WealthPLAN 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
2025
Q2 		– Sell
-4,364
Closed -$349K – 257
2025
Q1 		$349K Sell
4,364
-508
-10% -$41.6K 0.05% 200
2024
Q4 		$394K Sell
4,872
-2,390
-33% -$200K 0.06% 187
2024
Q3 		$604K Sell
7,262
-3,157
-30% -$253K 0.08% 162
2024
Q2 		$813K Buy
10,419
+246
+2% +$18.6K 0.09% 155
2024
Q1 		$775K Sell
10,173
-1
-0% -$73 0.08% 165
2023
Q4 		$715K Buy
10,174
+146
+1% +$9.64K 0.07% 177
2023
Q3 		$637K Buy
10,028
+1,525
+18% +$101K 0.07% 175
2023
Q2 		$567K Sell
8,503
-1,747
-17% -$111K 0.08% 174
2023
Q1 		$639K Sell
10,250
-12,364
-55% -$760K 0.07% 174
2022
Q4 		$1.43M Buy
+22,614
New +$1.35M 0.1% 145
2022
Q1 		$1.32M Buy
21,626
+901
+4% +$56.9K 0.09% 146
2021
Q4 		$1.32M Buy
20,725
+1,319
+7% +$82.8K 0.09% 149
2021
Q3 		$1.24M Sell
19,406
-3,125
-14% -$191K 0.08% 155
2021
Q2 		$1.4M Sell
22,531
-625
-3% -$36.9K 0.1% 129
2021
Q1 		$1.37M Buy
23,156
+1,547
+7% +$84.9K 0.11% 123
2020
Q4 		$1.17M Sell
21,609
-2,533
-10% -$131K 0.1% 127
2020
Q3 		$1.25M Sell
24,142
-807
-3% -$39.2K 0.12% 111
2020
Q2 		$1.23M Buy
24,949
+13,754
+123% +$595K 0.13% 105
2020
Q1 		$473K Buy
+11,195
New +$509K 0.06% 158
2016
Q3 		$49K Hold
1,528
– – 0.02% 339
2016
Q2 		$48 Buy
+1,528
New +$47.7K ﹤0.01% 2453

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's DGRW Position: Q2 2025 in Review

WealthPLAN Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 4,364 shares — an estimated $349K sold.

WealthPLAN Partners first reported a position in DGRW in Q2 2016 and held it in 21 quarters. The position peaked at $1.43M in Q4 2022. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • WealthPLAN Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 4,364 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $349K.
  • WealthPLAN Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2016 and held it in 21 quarters.
  • WealthPLAN Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.43M in Q4 2022.
  • 732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.