James T. Borello RIA’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

James T. Borello RIA’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	$200K	Hold	2,059	–	–	0.04%	113
2026 Q2	$197K	Hold	2,059	–	–	0.04%	116
2026 Q1	$181K	Hold	2,059	–	–	0.05%	113
2025 Q4	$184K	Hold	2,059	–	–	0.05%	105
2025 Q3	$183K	Hold	2,059	–	–	0.05%	101
2025 Q2	$172K	Buy	+2,059	New	+$163K	0.05%	92

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

James T. Borello RIA's DGRW Position: Q3 2026 in Review

James T. Borello RIA held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 2,059 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #113.

James T. Borello RIA first reported a position in DGRW in Q2 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

James T. Borello RIA held 2,059 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $200K as of Q3 2026.
James T. Borello RIA left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #113 holding.
James T. Borello RIA first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.