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Atria Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atria Investments’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 		$17.5M Sell
182,751
-26,588
-13% -$2.51M 0.18% 115
2026
Q1 		$18.4M Sell
209,339
-77,077
-27% -$7.01M 0.21% 87
2025
Q4 		$25.6M Sell
286,416
-11,323
-4% -$1.01M 0.29% 53
2025
Q3 		$26.5M Sell
297,739
-36,796
-11% -$3.19M 0.3% 51
2025
Q2 		$28M Buy
334,535
+15,143
+5% +$1.2M 0.33% 47
2025
Q1 		$25.5M Buy
319,392
+19,959
+7% +$1.64M 0.33% 52
2024
Q4 		$24.2M Buy
299,433
+45,590
+18% +$3.81M 0.3% 55
2024
Q3 		$21.1M Buy
253,843
+88,381
+53% +$7.08M 0.26% 68
2024
Q2 		$12.9M Buy
165,462
+41,552
+34% +$3.14M 0.17% 132
2024
Q1 		$9.44M Sell
123,910
-3,274
-3% -$239K 0.13% 181
2023
Q4 		$8.94M Buy
127,184
+48,410
+61% +$3.2M 0.14% 178
2023
Q3 		$5M Buy
78,774
+19,094
+32% +$1.27M 0.09% 284
2023
Q2 		$3.98M Buy
59,680
+6,173
+12% +$392K 0.07% 335
2023
Q1 		$3.34M Buy
53,507
+8,066
+18% +$496K 0.06% 362
2022
Q4 		$2.74M Sell
45,441
-2,142
-5% -$128K 0.06% 407
2022
Q3 		$2.56M Buy
47,583
+24,049
+102% +$1.42M 0.06% 408
2022
Q2 		$1.35M Buy
+23,534
New +$1.43M 0.03% 631
2019
Q2 		– Sell
-96,541
Closed -$4.16M – 991
2019
Q1 		$4.16M Buy
96,541
+82,473
+586% +$3.4M 0.18% 111
2018
Q4 		$539K Sell
14,068
-1,778
-11% -$73.5K 0.02% 481
2018
Q3 		$702K Sell
15,846
-203
-1% -$8.77K 0.03% 495
2018
Q2 		$658K Buy
+16,049
New +$659K 0.03% 488

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

Atria Investments's DGRW Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q2 2026, selling an estimated $2.51M and leaving 182,751 shares worth $17.5M. The position accounts for 0.18% of the portfolio, ranked #115.

Atria Investments first reported a position in DGRW in Q2 2018 and has held it in 21 quarters since. The position peaked at $28M in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Atria Investments held 182,751 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $17.5M as of Q2 2026.
  • Atria Investments sold 26,588 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.51M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of Atria Investments's portfolio in Q2 2026, its #115 holding.
  • Atria Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 21 quarters since.
  • Atria Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $28M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.