World Equity Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

World Equity Group’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 Q3	$481K	Buy	4,948 +95	+2%	+$9.3K	0.2%	112
2026 Q2	$464K	Sell	4,853 -75	-2%	-$7.09K	0.1%	229
2026 Q1	$433K	Sell	4,928 -5	-0.1%	-$455	0.11%	218
2025 Q4	$441K	Hold	4,933	–	–	0.12%	186
2025 Q3	$439K	Sell	4,933 -100	-2%	-$8.67K	0.1%	198
2025 Q2	$421K	Sell	5,033 -75	-1%	-$5.95K	0.12%	182
2025 Q1	$411K	Sell	5,108 -5,208	-50%	-$427K	0.12%	178
2024 Q4	$835K	Buy	10,316 +5,208	+102%	+$435K	0.18%	125
2024 Q3	$425K	Buy	+5,108	New	+$409K	0.15%	141
2023 Q2	–	Sell	-567	Closed	-$215K	–	367
2023 Q1	$215K	Buy	+567	New	+$34.8K	0.03%	452

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

World Equity Group's DGRW Position: Q3 2026 in Review

World Equity Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q3 2026, buying an estimated $9.3K and bringing the position to 4,948 shares worth $481K. The position accounts for 0.2% of the portfolio, ranked #112.

World Equity Group first reported a position in DGRW in Q1 2023 and has held it in 10 quarters since. The position peaked at $835K in Q4 2024. 207 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

World Equity Group held 4,948 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $481K as of Q3 2026.
World Equity Group bought 95 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $9.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.2% of World Equity Group's portfolio in Q3 2026, its #112 holding.
World Equity Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 10 quarters since.
World Equity Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $835K in Q4 2024.
207 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.