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Atlantic Union Bankshares’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atlantic Union Bankshares’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 		$65.7K Sell
687
-120
-15% -$11.3K ﹤0.01% 874
2026
Q1 		$70.9K Buy
807
+207
+35% +$18.8K ﹤0.01% 826
2025
Q4 		$53.7K Hold
600
– – ﹤0.01% 886
2025
Q3 		$53.4K Hold
600
– – ﹤0.01% 897
2025
Q2 		$50.2K Buy
+600
New +$47.6K ﹤0.01% 660

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

Atlantic Union Bankshares's DGRW Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 15% in Q2 2026, selling an estimated $11.3K and leaving 687 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Atlantic Union Bankshares first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.9K in Q1 2026. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Atlantic Union Bankshares held 687 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $65.7K as of Q2 2026.
  • Atlantic Union Bankshares sold 120 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $11.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #874 holding.
  • Atlantic Union Bankshares first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $70.9K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.