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 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 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

Anchor Investment Management's DGRW Position: Q1 2026 in Review

Anchor Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.01% in Q1 2026, buying an estimated $91 and bringing the position to 10,264 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #206.

Anchor Investment Management first reported a position in DGRW in Q4 2021 and has held it in 15 quarters since. The position peaked at $918K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Anchor Investment Management held 10,264 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $902K as of Q1 2026.
Anchor Investment Management bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q1 2026, an estimated $91.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of Anchor Investment Management's portfolio in Q1 2026, its #206 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 15 quarters since.
Anchor Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $918K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.