Allie Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Allie Family Office’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	$957K	Hold	10,900	–	–	0.42%	39
2025 Q4	$975K	Hold	10,900	–	–	0.46%	37
2025 Q3	$970K	Sell	10,900 -7,229	-40%	-$627K	0.46%	35
2025 Q2	$1.52M	Hold	18,129	–	–	0.75%	24
2025 Q1	$1.45M	Hold	18,129	–	–	0.79%	23
2024 Q4	$1.47M	Hold	18,129	–	–	0.81%	23
2024 Q3	$1.51M	Hold	18,129	–	–	0.81%	23
2024 Q2	$1.41M	Hold	18,129	–	–	0.85%	21
2024 Q1	$1.38M	Hold	18,129	–	–	0.81%	21
2023 Q4	$1.27M	Hold	18,129	–	–	0.88%	19
2023 Q3	$1.15M	Buy	18,129 +1,297	+8%	+$86.2K	0.93%	18
2023 Q2	$1.12M	Hold	16,832	–	–	0.81%	20
2023 Q1	$1.05M	Buy	16,832 +7,257	+76%	+$446K	0.78%	20
2022 Q4	$578K	Buy	9,575 +1,377	+17%	+$82.2K	0.48%	33
2022 Q3	$442K	Buy	8,198 +2,819	+52%	+$167K	0.38%	37
2022 Q2	$308K	Buy	+5,379	New	+$326K	0.25%	53

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Allie Family Office's DGRW Position: Q1 2026 in Review

Allie Family Office held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 10,900 shares worth $957K. The position accounts for 0.42% of the portfolio, ranked #39.

Allie Family Office first reported a position in DGRW in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.52M in Q2 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Allie Family Office held 10,900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $957K as of Q1 2026.
Allie Family Office left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of Allie Family Office's portfolio in Q1 2026, its #39 holding.
Allie Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 16 quarters since.
Allie Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.52M in Q2 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.