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American Capital Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

American Capital Advisory’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
2025
Q1 		– Sell
-110
Closed -$8.9K – 814
2024
Q4 		$8.9K Buy
+110
New +$9.2K ﹤0.01% 309

Other funds holding DGRW

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

American Capital Advisory's DGRW Position: Q1 2025 in Review

American Capital Advisory sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 110 shares — an estimated $8.9K sold.

American Capital Advisory first reported a position in DGRW in Q4 2024 and held it in 1 quarter. The position peaked at $8.9K in Q4 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

  • American Capital Advisory reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • American Capital Advisory sold 110 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $8.9K.
  • American Capital Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 1 quarter.
  • American Capital Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.9K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.