Wedmont Private Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wedmont Private Capital’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 Q3	$4.22M	Buy	42,820 +4	+0%	+$392	0.1%	119
2026 Q2	$4.16M	Sell	42,816 -25	-0.1%	-$2.36K	0.11%	103
2026 Q1	$3.88M	Buy	42,841 +263	+0.6%	+$23.9K	0.13%	96
2025 Q4	$3.84M	Buy	42,578 +2	+0%	+$178	0.13%	91
2025 Q3	$3.79M	Buy	42,576 +307	+0.7%	+$26.6K	0.14%	88
2025 Q2	$3.6M	Buy	42,269 +1	+0%	+$79	0.15%	80
2025 Q1	$3.21M	Buy	+42,268	New	+$3.46M	0.16%	76

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wedmont Private Capital's DGRW Position: Q3 2026 in Review

Wedmont Private Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.01% in Q3 2026, buying an estimated $392 and bringing the position to 42,820 shares worth $4.22M. The position accounts for 0.1% of the portfolio, ranked #119.

Wedmont Private Capital first reported a position in DGRW in Q1 2025 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Wedmont Private Capital held 42,820 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.22M as of Q3 2026.
Wedmont Private Capital bought 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $392.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #119 holding.
Wedmont Private Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.