Alpine Woods Capital Investors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Alpine Woods Capital Investors’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	$574K	Hold	6,000	–	–	0.12%	119
2026 Q1	$527K	Hold	6,000	–	–	0.13%	111
2025 Q4	$537K	Hold	6,000	–	–	0.13%	123
2025 Q3	$534K	Hold	6,000	–	–	0.12%	109
2025 Q2	$502K	Hold	6,000	–	–	0.12%	114
2025 Q1	$479K	Hold	6,000	–	–	0.12%	118
2024 Q4	$486K	Hold	6,000	–	–	0.09%	138
2024 Q3	$512K	Hold	6,000	–	–	0.09%	135
2024 Q2	$468K	Hold	6,000	–	–	0.07%	145
2024 Q1	$438K	Hold	6,000	–	–	0.09%	142
2023 Q4	$422K	Hold	6,000	–	–	0.06%	140
2023 Q3	$381K	Hold	6,000	–	–	0.06%	135
2023 Q2	$400K	Hold	6,000	–	–	0.06%	130
2023 Q1	$374K	Hold	6,000	–	–	0.06%	143
2022 Q4	$362K	Hold	6,000	–	–	0.05%	148
2022 Q3	$323K	Hold	6,000	–	–	0.04%	167
2022 Q2	$344K	Hold	6,000	–	–	0.04%	166
2022 Q1	$382K	Hold	6,000	–	–	0.04%	180
2021 Q4	$395K	Hold	6,000	–	–	0.04%	182
2021 Q3	$353K	Hold	6,000	–	–	0.04%	194
2021 Q2	$358K	Hold	6,000	–	–	0.04%	200
2021 Q1	$343K	Hold	6,000	–	–	0.04%	204
2020 Q4	$324K	Sell	6,000 -15,000	-71%	-$777K	0.04%	200
2020 Q3	$1.04M	Hold	21,000	–	–	0.16%	142
2020 Q2	$955K	Hold	21,000	–	–	0.18%	131
2020 Q1	$817K	Hold	21,000	–	–	0.18%	123
2019 Q4	$1.02M	Hold	21,000	–	–	0.19%	112
2019 Q3	$947K	Hold	21,000	–	–	0.17%	111
2019 Q2	$917K	Hold	21,000	–	–	0.19%	122
2019 Q1	$904K	Hold	21,000	–	–	0.2%	119
2018 Q4	$805K	Buy	+21,000	New	+$868K	0.19%	123

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Alpine Woods Capital Investors's DGRW Position: Q2 2026 in Review

Alpine Woods Capital Investors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 6,000 shares worth $574K. The position accounts for 0.12% of the portfolio, ranked #119.

Alpine Woods Capital Investors first reported a position in DGRW in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.04M in Q3 2020. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Alpine Woods Capital Investors held 6,000 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $574K as of Q2 2026.
Alpine Woods Capital Investors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #119 holding.
Alpine Woods Capital Investors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 31 quarters since.
Alpine Woods Capital Investors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.04M in Q3 2020.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.