WJ Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

WJ Wealth Management’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
2025 Q3	–	Sell	-4,000	Closed	-$335K	–	75
2025 Q2	$335K	Hold	4,000	–	–	0.11%	77
2025 Q1	$319K	Hold	4,000	–	–	0.11%	71
2024 Q4	$324K	Hold	4,000	–	–	0.11%	67
2024 Q3	$333K	Hold	4,000	–	–	0.12%	65
2024 Q2	$312K	Buy	+4,000	New	+$302K	0.11%	67
2023 Q1	–	Sell	-110,375	Closed	-$6.66M	–	52
2022 Q4	$6.66M	Buy	110,375 +14,282	+15%	+$852K	3.87%	13
2022 Q3	$5.19M	Buy	+96,093	New	+$5.68M	3.25%	14

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WJ Wealth Management's DGRW Position: Q3 2025 in Review

WJ Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 4,000 shares — an estimated $335K sold.

WJ Wealth Management first reported a position in DGRW in Q3 2022 and held it in 7 quarters. The position peaked at $6.66M in Q4 2022. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

WJ Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 4,000 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $335K.
WJ Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 7 quarters.
WJ Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.66M in Q4 2022.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.