AWM
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AE Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

AE Wealth 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 		$1.8M Buy
20,492
+1,406
+7% +$128K 0.01% 675
2025
Q4 		$1.71M Buy
19,086
+2,006
+12% +$179K 0.01% 653
2025
Q3 		$1.52M Buy
17,080
+1,818
+12% +$158K 0.01% 639
2025
Q2 		$1.28M Buy
15,262
+1,293
+9% +$103K 0.01% 659
2025
Q1 		$1.12M Sell
13,969
-1,104
-7% -$90.4K 0.01% 676
2024
Q4 		$1.22M Buy
15,073
+700
+5% +$58.5K 0.01% 657
2024
Q3 		$1.2M Buy
14,373
+1,629
+13% +$130K 0.01% 660
2024
Q2 		$995K Buy
12,744
+5,083
+66% +$384K 0.01% 703
2024
Q1 		$584K Sell
7,661
-206,423
-96% -$15.1M 0.01% 779
2023
Q4 		$15.4M Sell
214,084
-35,699
-14% -$2.36M 0.08% 292
2023
Q3 		$15.9M Sell
249,783
-36,122
-13% -$2.4M 0.09% 238
2023
Q2 		$19.1M Buy
285,905
+801
+0.3% +$50.9K 0.11% 205
2023
Q1 		$17.8M Buy
285,104
+16,089
+6% +$989K 0.11% 214
2022
Q4 		$16.2M Sell
269,015
-14,563
-5% -$869K 0.12% 202
2022
Q3 		$15.3M Buy
283,578
+71,846
+34% +$4.25M 0.12% 180
2022
Q2 		$12.1M Buy
211,732
+57,093
+37% +$3.46M 0.1% 233
2022
Q1 		$9.85M Sell
154,639
-823,452
-84% -$52M 0.07% 287
2021
Q4 		$64.4M Buy
978,091
+940,448
+2,498% +$59.1M 0.45% 42
2021
Q3 		$2.21M Buy
37,643
+7,768
+26% +$476K 0.02% 613
2021
Q2 		$1.78M Sell
29,875
-621,540
-95% -$36.7M 0.02% 673
2021
Q1 		$37.3M Buy
651,415
+645,217
+10,410% +$35.4M 0.38% 58
2020
Q4 		$334K Sell
6,198
-10,693
-63% -$554K ﹤0.01% 1104
2020
Q3 		$837K Sell
16,891
-13,306
-44% -$646K 0.01% 687
2020
Q2 		$1.37M Sell
30,197
-95,049
-76% -$4.11M 0.02% 517
2020
Q1 		$4.87M Buy
125,246
+89,909
+254% +$4.08M 0.11% 166
2019
Q4 		$1.71M Buy
35,337
+5,466
+18% +$255K 0.04% 381
2019
Q3 		$1.35M Buy
29,871
+3,064
+11% +$136K 0.04% 364
2019
Q2 		$1.17M Buy
26,807
+21,481
+403% +$930K 0.04% 361
2019
Q1 		$229K Buy
+5,326
New +$220K 0.02% 560

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

AE Wealth Management's DGRW Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.4% in Q1 2026, buying an estimated $128K and bringing the position to 20,492 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #675.

AE Wealth Management first reported a position in DGRW in Q1 2019 and has held it in 29 quarters since. The position peaked at $64.4M in Q4 2021. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • AE Wealth Management held 20,492 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.8M as of Q1 2026.
  • AE Wealth Management bought 1,406 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $128K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #675 holding.
  • AE Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $64.4M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.