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DGRW icon

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

WPWealth’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
Q1 		$267K Hold
3,035
– – 0.04% 88
2025
Q4 		$271K Hold
3,035
– – 0.04% 85
2025
Q3 		$270K Hold
3,035
– – 0.04% 84
2025
Q2 		$254K Sell
3,035
-300
-9% -$23.8K 0.05% 84
2025
Q1 		$266K Hold
3,335
– – 0.05% 77
2024
Q4 		$270K Hold
3,335
– – 0.06% 76
2024
Q3 		$278K Hold
3,335
– – 0.06% 73
2024
Q2 		$260K Hold
3,335
– – 0.06% 61
2024
Q1 		$254K Hold
3,335
– – 0.07% 58
2023
Q4 		$234K Hold
3,335
– – 0.07% 55
2023
Q3 		$212K Buy
3,335
+300
+10% +$19.9K 0.08% 56
2023
Q2 		$202K Buy
+3,035
New +$193K 0.09% 53

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return