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 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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

World Equity Group's DGRW Position: Q2 2026 in Review

World Equity Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q2 2026, selling an estimated $7.09K and leaving 4,853 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #229.

World Equity Group first reported a position in DGRW in Q1 2023 and has held it in 9 quarters since. The position peaked at $835K in Q4 2024. 182 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

World Equity Group held 4,853 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $464K as of Q2 2026.
World Equity Group sold 75 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.09K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of World Equity Group's portfolio in Q2 2026, its #229 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 9 quarters since.
World Equity Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $835K in Q4 2024.
182 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.