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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
Q2 		$745K Sell
7,791
-3,023
-28% -$286K 0.02% 97
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advance Capital Management's DGRW Position: Q2 2026 in Review

Advance Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 28% in Q2 2026, selling an estimated $286K and leaving 7,791 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #97.

Advance Capital Management first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q3 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Advance Capital Management held 7,791 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $745K as of Q2 2026.
  • Advance Capital Management sold 3,023 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $286K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #97 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 16 quarters since.
  • Advance Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.03M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.