Bartlett & Co Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bartlett & Co Wealth Management’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	$60.9K	Sell	637 -363	-36%	-$34.3K	﹤0.01%	705
2026 Q1	$93.4K	Buy	1,000 +363	+57%	+$33K	﹤0.01%	584
2025 Q4	$57K	Hold	637	–	–	﹤0.01%	641
2025 Q3	$56.7K	Hold	637	–	–	﹤0.01%	650
2025 Q2	$53.3K	Hold	637	–	–	﹤0.01%	648
2025 Q1	$50.9K	Hold	637	–	–	﹤0.01%	645
2024 Q4	$51.6K	Hold	637	–	–	﹤0.01%	646
2024 Q3	$53K	Hold	637	–	–	﹤0.01%	643
2024 Q2	$49.7K	Hold	637	–	–	﹤0.01%	657
2024 Q1	$48.5K	Buy	637 +248	+64%	+$18.1K	﹤0.01%	669
2023 Q4	$27.4K	Buy	389 +195	+101%	+$12.9K	﹤0.01%	812
2023 Q3	$12.3K	Hold	194	–	–	﹤0.01%	901
2023 Q2	$12.9K	Hold	194	–	–	﹤0.01%	893
2023 Q1	$12.1K	Hold	194	–	–	﹤0.01%	793
2022 Q4	$11.7K	Hold	194	–	–	﹤0.01%	807
2022 Q3	$10.5K	Hold	194	–	–	﹤0.01%	817
2022 Q2	$11.1K	Hold	194	–	–	﹤0.01%	847
2022 Q1	$12.4K	Buy	+194	New	+$12.2K	﹤0.01%	801
2020 Q2	–	Sell	-206	Closed	-$8.02K	–	853
2020 Q1	$8.02K	Buy	+206	New	+$9.36K	﹤0.01%	684

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

Bartlett & Co Wealth Management's DGRW Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 36% in Q2 2026, selling an estimated $34.3K and leaving 637 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Bartlett & Co Wealth Management first reported a position in DGRW in Q1 2020 and has held it in 19 quarters since. The position peaked at $93.4K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Bartlett & Co Wealth Management held 637 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $60.9K as of Q2 2026.
Bartlett & Co Wealth Management sold 363 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $34.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #705 holding.
Bartlett & Co Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $93.4K in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.