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

Bank of Montreal’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 Q1	$1.22M	Sell	13,871 -39	-0.3%	-$3.55K	﹤0.01%	1930
2025 Q4	$1.24M	Buy	13,910 +352	+3%	+$31.4K	﹤0.01%	1868
2025 Q3	$1.21M	Sell	13,558 -1,049	-7%	-$91K	﹤0.01%	1880
2025 Q2	$1.22M	Buy	14,607 +787	+6%	+$62.4K	﹤0.01%	1804
2025 Q1	$1.1M	Sell	13,820 -581	-4%	-$47.6K	﹤0.01%	1771
2024 Q4	$1.17M	Buy	14,401 +2,154	+18%	+$180K	﹤0.01%	1801
2024 Q3	$1.01M	Buy	12,247 +688	+6%	+$55.1K	﹤0.01%	2031
2024 Q2	$906K	Buy	11,559 +783	+7%	+$59.2K	﹤0.01%	2084
2024 Q1	$822K	Buy	10,776 +416	+4%	+$30.3K	﹤0.01%	2118
2023 Q4	$729K	Buy	10,360 +550	+6%	+$36.3K	﹤0.01%	2258
2023 Q3	$647K	Buy	9,810 +1,110	+13%	+$73.8K	﹤0.01%	2293
2023 Q2	$581K	Sell	8,700 -16,347	-65%	-$1.04M	﹤0.01%	2484
2023 Q1	$1.56M	Buy	25,047 +17,473	+231%	+$1.07M	﹤0.01%	1803
2022 Q4	$465K	Buy	7,574 +939	+14%	+$56K	﹤0.01%	2651
2022 Q3	$400	Buy	6,635 +4,135	+165%	+$245K	﹤0.01%	2728
2022 Q2	$147	Hold	2,500	–	–	﹤0.01%	3366
2022 Q1	$161K	Hold	2,500	–	–	﹤0.01%	3533
2021 Q4	$165K	Sell	2,500 -3,600	-59%	-$226K	﹤0.01%	3005
2021 Q3	$366K	Buy	6,100 +3,600	+144%	+$220K	﹤0.01%	3041
2021 Q2	$149K	Buy	+2,500	New	+$148K	﹤0.01%	3263
2018 Q2	–	Sell	-384	Closed	-$15K	–	4741
2018 Q1	$15K	Hold	384	–	–	﹤0.01%	3639
2017 Q4	$16K	Hold	384	–	–	﹤0.01%	3643
2017 Q3	$15K	Buy	+384	New	+$14.3K	﹤0.01%	3593
2015 Q2	–	Sell	-1,500	Closed	-$47K	–	3952
2015 Q1	$47K	Sell	1,500 -335	-18%	-$10.4K	﹤0.01%	2946
2014 Q4	$57K	Sell	1,835 -100	-5%	-$3.01K	﹤0.01%	3007
2014 Q3	$57K	Buy	+1,935	New	+$56.7K	﹤0.01%	3086

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal's DGRW Position: Q1 2026 in Review

Bank of Montreal reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.28% in Q1 2026, selling an estimated $3.55K and leaving 13,871 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Bank of Montreal first reported a position in DGRW in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.56M in Q1 2023. 771 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Bank of Montreal held 13,871 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.22M as of Q1 2026.
Bank of Montreal sold 39 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $3.55K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1930 holding.
Bank of Montreal first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2014 and has held it in 26 quarters since.
Bank of Montreal's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.56M in Q1 2023.
771 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.