XY Planning Network
DGRW icon

XY Planning Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

XY Planning Network’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 		$1.02M Buy
10,519
+6,789
+182% +$665K 0.11% 150
2026
Q2 		$357K Buy
+3,730
New +$352K 0.04% 261

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

XY Planning Network's DGRW Position: Q3 2026 in Review

XY Planning Network increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 182% in Q3 2026, buying an estimated $665K and bringing the position to 10,519 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #150.

XY Planning Network first reported a position in DGRW in Q2 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • XY Planning Network held 10,519 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.02M as of Q3 2026.
  • XY Planning Network bought 6,789 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $665K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #150 holding.
  • XY Planning Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.