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Williams Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Williams Financial’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 		$14.1M Buy
147,038
+7,709
+6% +$728K 7.27% 6
2026
Q1 		$12.2M Sell
139,329
-864
-0.6% -$78.6K 7.12% 6
2025
Q4 		$12.5M Buy
+140,193
New +$12.5M 7.25% 6

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Williams Financial's DGRW Position: Q2 2026 in Review

Williams Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.5% in Q2 2026, buying an estimated $728K and bringing the position to 147,038 shares worth $14.1M. The position accounts for 7.27% of the portfolio, ranked #6.

Williams Financial first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Williams Financial held 147,038 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $14.1M as of Q2 2026.
  • Williams Financial bought 7,709 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $728K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.27% of Williams Financial's portfolio in Q2 2026, its #6 holding.
  • Williams Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.