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Bay Colony Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bay Colony Advisors’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 		$996K Sell
10,416
-3,643
-26% -$344K 0.11% 162
2026
Q1 		$1.23M Sell
14,059
-418
-3% -$38K 0.15% 139
2025
Q4 		$1.29M Sell
14,477
-473
-3% -$42.2K 0.16% 127
2025
Q3 		$1.33M Buy
14,950
+2,869
+24% +$249K 0.16% 128
2025
Q2 		$1.01M Buy
12,081
+117
+1% +$9.28K 0.14% 141
2025
Q1 		$946K Sell
11,964
-256
-2% -$21K 0.14% 146
2024
Q4 		$989K Sell
12,220
-261
-2% -$21.8K 0.15% 141
2024
Q3 		$1.04M Sell
12,481
-24
-0.2% -$1.92K 0.16% 142
2024
Q2 		$976K Sell
12,505
-96
-0.8% -$7.25K 0.16% 131
2024
Q1 		$960K Sell
12,601
-124
-1% -$9.05K 0.17% 130
2023
Q4 		$894K Sell
12,725
-940
-7% -$62.1K 0.18% 130
2023
Q3 		$868K Buy
13,665
+733
+6% +$48.7K 0.21% 114
2023
Q2 		$862K Buy
12,932
+455
+4% +$28.9K 0.21% 112
2023
Q1 		$768K Sell
12,477
-350
-3% -$21.5K 0.2% 114
2022
Q4 		$774K Sell
12,827
-175
-1% -$10.4K 0.2% 122
2022
Q3 		$701K Hold
13,002
– – 0.21% 114
2022
Q2 		$790K Buy
13,002
+50
+0.4% +$3.03K 0.2% 120
2022
Q1 		$825K Sell
12,952
-620
-5% -$39.1K 0.2% 122
2021
Q4 		$894K Hold
13,572
– – 0.26% 102
2021
Q3 		$799K Hold
13,572
– – 0.26% 101
2021
Q2 		$810K Sell
13,572
-153
-1% -$9.04K 0.27% 105
2021
Q1 		$785K Sell
13,725
-162
-1% -$8.89K 0.3% 102
2020
Q4 		$749K Buy
13,887
+400
+3% +$20.7K 0.4% 77
2020
Q3 		$669K Sell
13,487
-20
-0.1% -$971 0.42% 75
2020
Q2 		$614K Buy
13,507
+1,258
+10% +$54.5K 0.44% 70
2020
Q1 		$477K Buy
12,249
+4,301
+54% +$195K 0.43% 77
2019
Q4 		$393K Buy
7,948
+65
+0.8% +$3.03K 0.26% 136
2019
Q3 		$355K Buy
7,883
+50
+0.6% +$2.21K 0.24% 150
2019
Q2 		$342K Buy
7,833
+30
+0.4% +$1.3K 0.22% 128
2019
Q1 		$334K Hold
7,803
– – 0.22% 128
2018
Q4 		$299K Buy
7,803
+91
+1% +$3.76K 0.25% 99
2018
Q3 		$342K Buy
7,712
+307
+4% +$13.3K 0.26% 112
2018
Q2 		$304K Buy
+7,405
New +$304K 0.21% 104

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

Bay Colony Advisors's DGRW Position: Q2 2026 in Review

Bay Colony Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 26% in Q2 2026, selling an estimated $344K and leaving 10,416 shares worth $996K. The position accounts for 0.11% of the portfolio, ranked #162.

Bay Colony Advisors first reported a position in DGRW in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.33M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bay Colony Advisors held 10,416 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $996K as of Q2 2026.
  • Bay Colony Advisors sold 3,643 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $344K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Bay Colony Advisors's portfolio in Q2 2026, its #162 holding.
  • Bay Colony Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 33 quarters since.
  • Bay Colony Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.33M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.