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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthShield Partners's DGRW Position: Q1 2026 in Review

WealthShield Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 38 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

WealthShield Partners first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.39K in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

WealthShield Partners held 38 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.33K as of Q1 2026.
WealthShield Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #569 holding.
WealthShield Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
WealthShield Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.39K in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.