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

Aspire 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
Q1 		$33.4M Buy
379,846
+11,352
+3% +$1.03M 7.51% 3
2025
Q4 		$33M Buy
368,494
+3,458
+0.9% +$308K 7.74% 2
2025
Q3 		$32.5M Buy
365,036
+5,779
+2% +$501K 8.01% 1
2025
Q2 		$30.1M Buy
359,257
+9,563
+3% +$759K 8.31% 1
2025
Q1 		$27.9M Sell
349,694
-47,958
-12% -$3.93M 8.34% 2
2024
Q4 		$32.2M Buy
397,652
+13,627
+4% +$1.14M 9.21% 2
2024
Q3 		$32M Buy
384,025
+12,743
+3% +$1.02M 9.53% 1
2024
Q2 		$29M Buy
371,282
+8,895
+2% +$672K 9.48% 1
2024
Q1 		$27.6M Sell
362,387
-10,458
-3% -$763K 9.3% 1
2023
Q4 		$26.2M Sell
372,845
-192
-0.1% -$12.7K 10.63% 1
2023
Q3 		$23.7M Buy
373,037
+43,161
+13% +$2.87M 10.78% 1
2023
Q2 		$22M Buy
329,876
+5,413
+2% +$344K 10.68% 1
2023
Q1 		$20.2M Buy
324,463
+6,564
+2% +$403K 10.61% 1
2022
Q4 		$19.2M Buy
317,899
+36,846
+13% +$2.2M 10.93% 1
2022
Q3 		$15.2M Buy
281,053
+6,704
+2% +$396K 12.01% 2
2022
Q2 		$15.7M Sell
274,349
-42,396
-13% -$2.57M 11.92% 2
2022
Q1 		$20.2M Buy
+316,745
New +$20M 19.18% 1

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

Aspire Capital Advisors's DGRW Position: Q1 2026 in Review

Aspire Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q1 2026, buying an estimated $1.03M and bringing the position to 379,846 shares worth $33.4M. The position accounts for 7.51% of the portfolio, ranked #3.

Aspire Capital Advisors first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Aspire Capital Advisors held 379,846 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $33.4M as of Q1 2026.
  • Aspire Capital Advisors bought 11,352 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.03M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.51% of Aspire Capital Advisors's portfolio in Q1 2026, its #3 holding.
  • Aspire Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 17 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.