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

WealthShield 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	–	Sell	-38	Closed	-$3.33K	–	428
2026 Q1	$3.33K	Hold	38	–	–	﹤0.01%	569
2025 Q4	$3.39K	Hold	38	–	–	﹤0.01%	537
2025 Q3	$3.37K	Hold	38	–	–	﹤0.01%	534
2025 Q2	$3.17K	Hold	38	–	–	﹤0.01%	526
2025 Q1	$3.03K	Hold	38	–	–	﹤0.01%	515
2024 Q4	$3.07K	Hold	38	–	–	﹤0.01%	471
2024 Q3	$3.15K	Hold	38	–	–	﹤0.01%	471
2024 Q2	$2.96K	Hold	38	–	–	﹤0.01%	448
2024 Q1	$2.89K	Hold	38	–	–	﹤0.01%	453
2023 Q4	$2.66K	Hold	38	–	–	﹤0.01%	457
2023 Q3	$2.41K	Hold	38	–	–	﹤0.01%	468
2023 Q2	$2.52K	Hold	38	–	–	﹤0.01%	474
2023 Q1	$2.35K	Buy	+38	New	+$2.33K	﹤0.01%	473

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WealthShield Partners's DGRW Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 38 shares — an estimated $3.33K sold.

WealthShield Partners first reported a position in DGRW in Q1 2023 and held it in 13 quarters. The position peaked at $3.39K in Q4 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

WealthShield Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 38 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.33K.
WealthShield Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and held it in 13 quarters.
WealthShield Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.39K in Q4 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.