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 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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Wedmont Private Capital's DGRW Position: Q2 2026 in Review

Wedmont Private Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.06% in Q2 2026, selling an estimated $2.36K and leaving 42,816 shares worth $4.16M. The position accounts for 0.11% of the portfolio, ranked #103.

Wedmont Private Capital first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Wedmont Private Capital held 42,816 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.16M as of Q2 2026.
Wedmont Private Capital sold 25 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.36K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Wedmont Private Capital's portfolio in Q2 2026, its #103 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 6 quarters since.
128 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.