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DGRW icon

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

Avant Capital’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 		$10.6M Sell
111,064
-796
-0.7% -$75.2K 6.65% 1
2026
Q1 		$9.83M Buy
111,860
+255
+0.2% +$23.2K 6.91% 1
2025
Q4 		$9.98M Buy
111,605
+7,669
+7% +$684K 6.85% 1
2025
Q3 		$9.25M Buy
103,936
+2,112
+2% +$183K 6.51% 1
2025
Q2 		$8.53M Buy
101,824
+2,606
+3% +$207K 6.61% 1
2025
Q1 		$7.92M Buy
99,218
+4,708
+5% +$386K 6.59% 2
2024
Q4 		$7.65M Buy
+94,510
New +$7.9M 6.34% 2
2023
Q3 		$3.87M Buy
60,896
+2,797
+5% +$186K 4.42% 5
2023
Q2 		$3.87M Buy
58,099
+2,395
+4% +$152K 4.27% 7
2023
Q1 		$3.47M Buy
55,704
+4,514
+9% +$277K 4.01% 8
2022
Q4 		$3.09M Sell
51,190
-980
-2% -$58.5K 3.79% 9
2022
Q3 		$2.81M Buy
52,170
+2,120
+4% +$125K 3.8% 10
2022
Q2 		$2.87M Sell
50,050
-728
-1% -$44.1K 3.71% 11
2022
Q1 		$3.23M Buy
50,778
+1,723
+4% +$109K 3.62% 10
2021
Q4 		$3.23M Buy
+49,055
New +$3.08M 3.55% 10

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

Avant Capital's DGRW Position: Q2 2026 in Review

Avant Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.71% in Q2 2026, selling an estimated $75.2K and leaving 111,064 shares worth $10.6M. The position accounts for 6.65% of the portfolio, ranked #1.

Avant Capital first reported a position in DGRW in Q4 2021 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Avant Capital held 111,064 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.6M as of Q2 2026.
  • Avant Capital sold 796 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $75.2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.65% of Avant Capital's portfolio in Q2 2026, its #1 holding.
  • Avant Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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