Bank of Jackson Hole Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-1,030	Closed	-$90.5K	–	117
2026 Q1	$90.5K	Hold	1,030	–	–	0.04%	192
2025 Q4	$92.1K	Hold	1,030	–	–	0.04%	185
2025 Q3	$91.6K	Hold	1,030	–	–	0.05%	189
2025 Q2	$86.3K	Sell	1,030 -300	-23%	-$23.8K	0.05%	184
2025 Q1	$111K	Hold	1,330	–	–	0.07%	157
2024 Q4	$108K	Buy	+1,330	New	+$111K	0.07%	160

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Jackson Hole Trust's DGRW Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 1,030 shares — an estimated $90.5K sold.

Bank of Jackson Hole Trust first reported a position in DGRW in Q4 2024 and held it in 6 quarters. The position peaked at $111K in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 1,030 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $90.5K.
Bank of Jackson Hole Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $111K in Q1 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.