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Ancora Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ancora Advisors’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 		$6.48M Sell
73,818
-8,122
-10% -$739K 0.14% 159
2025
Q4 		$7.33M Buy
81,940
+12,220
+18% +$1.09M 0.15% 144
2025
Q3 		$6.2M Sell
69,720
-1,202
-2% -$104K 0.12% 162
2025
Q2 		$5.94M Buy
70,922
+109
+0.2% +$8.65K 0.12% 161
2025
Q1 		$5.66M Buy
70,813
+423
+0.6% +$34.7K 0.13% 153
2024
Q4 		$5.7M Buy
70,390
+275
+0.4% +$23K 0.13% 153
2024
Q3 		$5.83M Sell
70,115
-181
-0.3% -$14.5K 0.13% 149
2024
Q2 		$5.49M Buy
70,296
+126
+0.2% +$9.52K 0.14% 145
2024
Q1 		$5.35M Sell
70,170
-6,528
-9% -$476K 0.12% 152
2023
Q4 		$5.39M Buy
76,698
+359
+0.5% +$23.7K 0.13% 149
2023
Q3 		$4.85M Sell
76,339
-2,442
-3% -$162K 0.13% 154
2023
Q2 		$5.25M Sell
78,781
-5,140
-6% -$326K 0.14% 140
2023
Q1 		$5.23M Sell
83,921
-60,145
-42% -$3.7M 0.15% 136
2022
Q4 		$8.7M Buy
144,066
+66,058
+85% +$3.94M 0.25% 75
2022
Q3 		$4.21M Sell
78,008
-5,342
-6% -$316K 0.13% 153
2022
Q2 		$4.78M Sell
83,350
-264
-0.3% -$16K 0.13% 153
2022
Q1 		$5.32M Buy
83,614
+2,516
+3% +$159K 0.13% 157
2021
Q4 		$5.34M Buy
81,098
+3,428
+4% +$215K 0.13% 163
2021
Q3 		$4.57M Buy
77,670
+17
+0% +$1.04K 0.12% 178
2021
Q2 		$4.63M Sell
77,653
-2,766
-3% -$163K 0.12% 174
2021
Q1 		$4.6M Sell
80,419
-15,451
-16% -$848K 0.13% 166
2020
Q4 		$5.17M Buy
95,870
+16,742
+21% +$867K 0.17% 151
2020
Q3 		$3.94M Buy
79,128
+744
+0.9% +$36.1K 0.16% 153
2020
Q2 		$3.57M Sell
78,384
-12,989
-14% -$562K 0.15% 157
2020
Q1 		$3.56M Sell
91,373
-27,729
-23% -$1.26M 0.16% 152
2019
Q4 		$5.77M Buy
119,102
+10,711
+10% +$500K 0.21% 130
2019
Q3 		$4.89M Buy
108,391
+5
+0% +$221 0.21% 134
2019
Q2 		$4.73M Sell
108,386
-72,809
-40% -$3.15M 0.21% 136
2019
Q1 		$7.8M Sell
181,195
-299,341
-62% -$12.3M 0.35% 100
2018
Q4 		$18.4M Buy
480,536
+433,117
+913% +$17.9M 0.89% 21
2018
Q3 		$2.1M Buy
47,419
+205
+0.4% +$8.86K 0.08% 237
2018
Q2 		$1.94M Buy
47,214
+1,353
+3% +$55.5K 0.08% 232
2018
Q1 		$1.85M Sell
45,861
-595
-1% -$25K 0.08% 240
2017
Q4 		$1.92M Sell
46,456
-1,606
-3% -$64.1K 0.1% 214
2017
Q3 		$1.83M Buy
48,062
+1,226
+3% +$45.7K 0.11% 223
2017
Q2 		$1.72M Buy
46,836
+5,416
+13% +$196K 0.11% 221
2017
Q1 		$1.47M Sell
41,420
-1,222
-3% -$42.4K 0.1% 240
2016
Q4 		$1.42M Buy
42,642
+9,851
+30% +$321K 0.1% 229
2016
Q3 		$1.06M Buy
32,791
+2,302
+8% +$74.7K 0.11% 215
2016
Q2 		$963K Sell
30,489
-999
-3% -$31.2K 0.11% 215
2016
Q1 		$985K Buy
31,488
+4,050
+15% +$119K 0.12% 198
2015
Q4 		$833K Buy
27,438
+9,231
+51% +$283K 0.11% 220
2015
Q3 		$521K Sell
18,207
-100
-0.5% -$3.02K 0.07% 295
2015
Q2 		$568K Buy
+18,307
New +$580K 0.07% 300
2015
Q1 		– Hold
0
– – – 324

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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

Ancora Advisors's DGRW Position: Q1 2026 in Review

Ancora Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.9% in Q1 2026, selling an estimated $739K and leaving 73,818 shares worth $6.48M. The position accounts for 0.14% of the portfolio, ranked #159.

Ancora Advisors first reported a position in DGRW in Q2 2015 and has held it in 44 quarters since. The position peaked at $18.4M in Q4 2018. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Ancora Advisors held 73,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.48M as of Q1 2026.
  • Ancora Advisors sold 8,122 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $739K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of Ancora Advisors's portfolio in Q1 2026, its #159 holding.
  • Ancora Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2015 and has held it in 44 quarters since.
  • Ancora Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18.4M in Q4 2018.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.