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Well Done LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Well Done LLC’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 		$1.27M Sell
13,311
-19
-0.1% -$1.79K 0.17% 76
2026
Q1 		$1.17M Sell
13,330
-117
-0.9% -$10.6K 0.17% 74
2025
Q4 		$1.2M Sell
13,447
-464
-3% -$41.4K 0.18% 72
2025
Q3 		$1.24M Sell
13,911
-136
-1% -$11.8K 0.21% 67
2025
Q2 		$1.18M Sell
14,047
-49
-0.3% -$3.89K 0.22% 64
2025
Q1 		$1.14M Sell
14,096
-82
-0.6% -$6.72K 0.21% 62
2024
Q4 		$1.18M Hold
14,178
– – 0.22% 60
2024
Q3 		$1.18M Sell
14,178
-1,019
-7% -$81.6K 0.22% 60
2024
Q2 		$1.19M Buy
15,197
+124
+0.8% +$9.37K 0.25% 58
2024
Q1 		$1.15M Sell
15,073
-53
-0.4% -$3.87K 0.23% 60
2023
Q4 		$1.06M Buy
15,126
+2,443
+19% +$161K 0.21% 63
2023
Q3 		$805K Sell
12,683
-303
-2% -$20.1K 0.18% 67
2023
Q2 		$866K Sell
12,986
-157
-1% -$9.97K 0.18% 68
2023
Q1 		$816K Sell
13,143
-616
-4% -$37.9K 0.18% 70
2022
Q4 		$830K Buy
13,759
+8,440
+159% +$504K 0.18% 71
2022
Q3 		$287K Hold
5,319
– – 0.07% 127
2022
Q2 		$305K Hold
5,319
– – 0.07% 129
2022
Q1 		$339K Hold
5,319
– – 0.07% 133
2021
Q4 		$350K Hold
5,319
– – 0.07% 131
2021
Q3 		$313K Hold
5,319
– – 0.07% 135
2021
Q2 		$317K Hold
5,319
– – 0.07% 132
2021
Q1 		$304K Hold
5,319
– – 0.07% 132
2020
Q4 		$287K Hold
5,319
– – 0.07% 125
2020
Q3 		$264K Hold
5,319
– – 0.07% 115
2020
Q2 		$242K Hold
5,319
– – 0.07% 130
2020
Q1 		$207K Buy
+5,319
New +$242K 0.06% 127
2019
Q1 		– Sell
-2,503
Closed -$96K – 268
2018
Q4 		$96K Buy
+2,503
New +$103K 0.03% 206
2018
Q2 		– Sell
-1,744
Closed -$70K – 217
2018
Q1 		$70K Buy
+1,744
New +$73.3K 0.02% 200

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Well Done LLC's DGRW Position: Q2 2026 in Review

Well Done LLC reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.14% in Q2 2026, selling an estimated $1.79K and leaving 13,311 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #76.

Well Done LLC first reported a position in DGRW in Q1 2018 and has held it in 28 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Well Done LLC held 13,311 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.27M as of Q2 2026.
  • Well Done LLC sold 19 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.79K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of Well Done LLC's portfolio in Q2 2026, its #76 holding.
  • Well Done LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 28 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.