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Bath Savings Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bath Savings 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 		$298K Buy
+3,121
New +$295K 0.03% 151

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Bath Savings Trust's DGRW Position: Q2 2026 in Review

Bath Savings Trust opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 3,121 shares worth $298K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

360 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bath Savings Trust held 3,121 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $298K as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Bath Savings Trust position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Bath Savings Trust's portfolio in Q2 2026, its #151 holding.
  • 360 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.