Wingate Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wingate Wealth Advisors’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	$5.86M	Buy	61,319 +16,744	+38%	+$1.58M	2.58%	8
2026 Q1	$3.92M	Buy	44,575 +2,427	+6%	+$221K	2.09%	10
2025 Q4	$3.77M	Sell	42,148 -438	-1%	-$39K	2.1%	8
2025 Q3	$3.79M	Buy	42,586 +147	+0.3%	+$12.8K	2.62%	7
2025 Q2	$3.55M	Buy	42,439 +3,772	+10%	+$299K	3.17%	4
2025 Q1	$3.09M	Buy	38,667 +4,640	+14%	+$380K	3.55%	3
2024 Q4	$2.75M	Buy	+34,027	New	+$2.85M	2.7%	3

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wingate Wealth Advisors's DGRW Position: Q2 2026 in Review

Wingate Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 38% in Q2 2026, buying an estimated $1.58M and bringing the position to 61,319 shares worth $5.86M. The position accounts for 2.58% of the portfolio, ranked #8.

Wingate Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Wingate Wealth Advisors held 61,319 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.86M as of Q2 2026.
Wingate Wealth Advisors bought 16,744 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.58M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.58% of Wingate Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Wingate Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.