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 Q2	$271K	Sell	2,839 -196	-6%	-$18.5K	0.04%	90
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 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

WPWealth's DGRW Position: Q2 2026 in Review

WPWealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.5% in Q2 2026, selling an estimated $18.5K and leaving 2,839 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #90.

WPWealth first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $278K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

WPWealth held 2,839 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $271K as of Q2 2026.
WPWealth sold 196 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $18.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of WPWealth's portfolio in Q2 2026, its #90 holding.
WPWealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
WPWealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $278K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.