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

Aptus Capital 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
Q2 		$4.44M Buy
46,388
+4,617
+11% +$436K 0.03% 386
2026
Q1 		$3.67M Sell
41,771
-205
-0.5% -$18.6K 0.03% 388
2025
Q4 		$3.75M Buy
41,976
+32,128
+326% +$2.86M 0.03% 359
2025
Q3 		$876K Buy
9,848
+4,331
+79% +$376K 0.01% 575
2025
Q2 		$462K Sell
5,517
-371
-6% -$29.4K ﹤0.01% 697
2025
Q1 		$470K Sell
5,888
-3,651
-38% -$299K ﹤0.01% 656
2024
Q4 		$772K Buy
9,539
+5,552
+139% +$464K 0.01% 536
2024
Q3 		$332K Buy
3,987
+481
+14% +$38.5K ﹤0.01% 637
2024
Q2 		$274K Buy
3,506
+1,208
+53% +$91.3K ﹤0.01% 641
2024
Q1 		$175K Sell
2,298
-162
-7% -$11.8K ﹤0.01% 750
2023
Q4 		$173K Sell
2,460
-138,122
-98% -$9.12M ﹤0.01% 568
2023
Q3 		$8.93M Buy
140,582
+138,196
+5,792% +$9.18M 0.24% 85
2023
Q2 		$159K Sell
2,386
-9,095
-79% -$578K ﹤0.01% 498
2023
Q1 		$716K Sell
11,481
-16,712
-59% -$1.03M 0.02% 291
2022
Q4 		$1.7M Buy
28,193
+26,570
+1,637% +$1.59M 0.05% 224
2022
Q3 		$87K Buy
1,623
+52
+3% +$3.08K ﹤0.01% 507
2022
Q2 		$90K Hold
1,571
– – ﹤0.01% 430
2022
Q1 		$100K Hold
1,571
– – ﹤0.01% 468
2021
Q4 		$103K Hold
1,571
– – ﹤0.01% 388
2021
Q3 		$92K Hold
1,571
– – ﹤0.01% 386
2021
Q2 		$94K Hold
1,571
– – ﹤0.01% 400
2021
Q1 		$90K Hold
1,571
– – ﹤0.01% 378
2020
Q4 		$84K Sell
1,571
-472
-23% -$24.4K ﹤0.01% 344
2020
Q3 		$101K Sell
2,043
-950
-32% -$46.1K 0.01% 329
2020
Q2 		$136K Hold
2,993
– – 0.01% 274
2020
Q1 		$116K Hold
2,993
– – 0.01% 277
2019
Q4 		$145K Hold
2,993
– – 0.01% 352
2019
Q3 		$134K Buy
+2,993
New +$132K 0.01% 366

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

Aptus Capital Advisors's DGRW Position: Q2 2026 in Review

Aptus Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, buying an estimated $436K and bringing the position to 46,388 shares worth $4.44M. The position accounts for 0.03% of the portfolio, ranked #386.

Aptus Capital Advisors first reported a position in DGRW in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.93M in Q3 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Aptus Capital Advisors held 46,388 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.44M as of Q2 2026.
  • Aptus Capital Advisors bought 4,617 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $436K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #386 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.93M in Q3 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.