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

AlphaStar 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 		$207K Sell
2,160
-121
-5% -$11.4K 0.01% 271
2026
Q1 		$200K Sell
2,281
-996
-30% -$90.6K 0.01% 230
2025
Q4 		$293K Buy
+3,277
New +$292K 0.02% 208
2025
Q3 		– Sell
-2,980
Closed -$250K – 239
2025
Q2 		$250K Buy
+2,980
New +$236K 0.02% 321
2024
Q4 		– Sell
-2,408
Closed -$200K – 246
2024
Q3 		$200K Buy
+2,408
New +$193K 0.02% 359

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

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

AlphaStar Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.3% in Q2 2026, selling an estimated $11.4K and leaving 2,160 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #271.

AlphaStar Capital Management first reported a position in DGRW in Q3 2024 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • AlphaStar Capital Management held 2,160 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $207K as of Q2 2026.
  • AlphaStar Capital Management sold 121 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $11.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of AlphaStar Capital Management's portfolio in Q2 2026, its #271 holding.
  • AlphaStar Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 5 quarters since.
  • AlphaStar Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $293K in Q4 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.