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Anchor Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Anchor Investment 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 		$982K Buy
10,266
+2
+0% +$189 0.07% 192
2026
Q1 		$902K Buy
10,264
+1
+0% +$91 0.08% 206
2025
Q4 		$918K Buy
10,263
+2
+0% +$178 0.07% 208
2025
Q3 		$913K Buy
10,261
+436
+4% +$37.8K 0.08% 204
2025
Q2 		$823K Hold
9,825
– – 0.07% 206
2025
Q1 		$785K Hold
9,825
– – 0.07% 204
2024
Q4 		$795K Sell
9,825
-150
-2% -$12.5K 0.07% 205
2024
Q3 		$830K Buy
9,975
+9,825
+6,550% +$787K 0.08% 204
2024
Q2 		$11.7K Hold
150
– – ﹤0.01% 725
2024
Q1 		$11.4K Hold
150
– – ﹤0.01% 752
2023
Q4 		$10.5K Hold
150
– – ﹤0.01% 738
2023
Q3 		$9.52K Buy
150
+30
+25% +$1.99K ﹤0.01% 753
2023
Q2 		$8K Hold
120
– – ﹤0.01% 769
2023
Q1 		$7.48K Hold
120
– – ﹤0.01% 785
2022
Q4 		$7.24K Buy
+120
New +$7.16K ﹤0.01% 755
2022
Q1 		– Sell
-300
Closed -$19.8K – 1003
2021
Q4 		$19.8K Buy
+300
New +$18.8K ﹤0.01% 699

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

Anchor Investment Management's DGRW Position: Q2 2026 in Review

Anchor Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.02% in Q2 2026, buying an estimated $189 and bringing the position to 10,266 shares worth $982K. The position accounts for 0.07% of the portfolio, ranked #192.

Anchor Investment Management first reported a position in DGRW in Q4 2021 and has held it in 16 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Anchor Investment Management held 10,266 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $982K as of Q2 2026.
  • Anchor Investment Management bought 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $189.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Anchor Investment Management's portfolio in Q2 2026, its #192 holding.
  • Anchor Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 16 quarters since.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.