Baird Financial Group
DGRW icon

Baird Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Baird Financial Group’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 		$8.28M Sell
86,600
-101
-0.1% -$9.54K 0.01% 658
2026
Q1 		$7.62M Sell
86,701
-2,641
-3% -$240K 0.01% 625
2025
Q4 		$7.99M Buy
89,342
+4,088
+5% +$364K 0.01% 606
2025
Q3 		$7.58M Buy
85,254
+3,971
+5% +$344K 0.01% 615
2025
Q2 		$6.81M Buy
81,283
+31
+0% +$2.46K 0.01% 618
2025
Q1 		$6.49M Buy
81,252
+31,401
+63% +$2.57M 0.01% 598
2024
Q4 		$4.03M Buy
49,851
+28,661
+135% +$2.4M 0.01% 744
2024
Q3 		$1.76M Buy
21,190
+546
+3% +$43.7K ﹤0.01% 1000
2024
Q2 		$1.61M Sell
20,644
-752
-4% -$56.8K ﹤0.01% 1021
2024
Q1 		$1.63M Buy
21,396
+1,030
+5% +$75.1K ﹤0.01% 1010
2023
Q4 		$1.43M Sell
20,366
-1,474
-7% -$97.3K ﹤0.01% 1027
2023
Q3 		$1.39M Sell
21,840
-21
-0.1% -$1.4K ﹤0.01% 1023
2023
Q2 		$1.46M Buy
21,861
+19
+0.1% +$1.21K ﹤0.01% 1003
2023
Q1 		$1.36M Sell
21,842
-68,406
-76% -$4.2M ﹤0.01% 1007
2022
Q4 		$5.45M Buy
90,248
+68,258
+310% +$4.07M 0.01% 563
2022
Q3 		$1.19M Sell
21,990
-404
-2% -$23.9K ﹤0.01% 996
2022
Q2 		$1.28M Buy
22,394
+1,258
+6% +$76.3K ﹤0.01% 990
2022
Q1 		$1.35M Buy
21,136
+369
+2% +$23.3K ﹤0.01% 1027
2021
Q4 		$1.37M Buy
20,767
+280
+1% +$17.6K ﹤0.01% 1084
2021
Q3 		$1.21M Sell
20,487
-894
-4% -$54.7K ﹤0.01% 1130
2021
Q2 		$1.27M Buy
21,381
+6,687
+46% +$395K ﹤0.01% 1082
2021
Q1 		$841K Buy
14,694
+3,409
+30% +$187K ﹤0.01% 1193
2020
Q4 		$609K Buy
11,285
+6,801
+152% +$352K ﹤0.01% 1177
2020
Q3 		$222K Hold
4,484
– – ﹤0.01% 1380
2020
Q2 		$204K Sell
4,484
-2,049
-31% -$88.7K ﹤0.01% 1416
2020
Q1 		$254K Buy
6,533
+1,156
+21% +$52.5K ﹤0.01% 1253
2019
Q4 		$261K Buy
5,377
+748
+16% +$34.9K ﹤0.01% 1374
2019
Q3 		$209K Hold
4,629
– – ﹤0.01% 1430
2019
Q2 		$202K Buy
+4,629
New +$200K ﹤0.01% 1465
2017
Q1 		– Sell
-49,394
Closed -$1.64M – 1217
2016
Q4 		$1.64M Buy
49,394
+5,817
+13% +$189K 0.01% 622
2016
Q3 		$1.41M Buy
+43,577
New +$1.41M 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

Baird Financial Group's DGRW Position: Q2 2026 in Review

Baird Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.12% in Q2 2026, selling an estimated $9.54K and leaving 86,600 shares worth $8.28M. The position accounts for 0.01% of the portfolio, ranked #658.

Baird Financial Group first reported a position in DGRW in Q3 2016 and has held it in 31 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Baird Financial Group held 86,600 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.28M as of Q2 2026.
  • Baird Financial Group sold 101 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.54K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #658 holding.
  • Baird Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2016 and has held it in 31 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.