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Advance Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Advance Capital Management’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 		$950K Sell
10,814
-267
-2% -$24.3K 0.04% 67
2025
Q4 		$991K Sell
11,081
-506
-4% -$45.1K 0.04% 65
2025
Q3 		$1.03M Buy
11,587
+468
+4% +$40.6K 0.04% 60
2025
Q2 		$931K Sell
11,119
-1,247
-10% -$98.9K 0.04% 67
2025
Q1 		$988K Buy
12,366
+41
+0.3% +$3.36K 0.05% 55
2024
Q4 		$997K Buy
12,325
+767
+7% +$64.1K 0.05% 53
2024
Q3 		$962K Sell
11,558
-549
-5% -$44K 0.04% 52
2024
Q2 		$945K Buy
12,107
+541
+5% +$40.9K 0.04% 50
2024
Q1 		$881K Buy
11,566
+3,733
+48% +$272K 0.06% 51
2023
Q4 		$550K Sell
7,833
-183
-2% -$12.1K 0.04% 61
2023
Q3 		$509K Sell
8,016
-368
-4% -$24.5K 0.05% 61
2023
Q2 		$559K Buy
8,384
+7
+0.1% +$445 0.06% 54
2023
Q1 		$522K Buy
8,377
+882
+12% +$54.2K 0.09% 56
2022
Q4 		$452K Buy
7,495
+579
+8% +$34.5K 0.06% 57
2022
Q3 		$373K Buy
+6,916
New +$409K 0.05% 55

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 $377B 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 $432B 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 $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advance Capital Management's DGRW Position: Q1 2026 in Review

Advance Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q1 2026, selling an estimated $24.3K and leaving 10,814 shares worth $950K. The position accounts for 0.04% of the portfolio, ranked #67.

Advance Capital Management first reported a position in DGRW in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Advance Capital Management held 10,814 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $950K as of Q1 2026.
  • Advance Capital Management sold 267 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $24.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Advance Capital Management's portfolio in Q1 2026, its #67 holding.
  • Advance Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 15 quarters since.
  • Advance Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.03M in Q3 2025.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.