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

BCM 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	$36.1M	Sell	378,553 -11,658	-3%	-$1.1M	7.03%	5
2026 Q1	$36.5M	Sell	390,211 -5,567	-1%	-$506K	7.19%	5
2025 Q4	$36M	Buy	395,778 +545	+0.1%	+$48.6K	6.89%	5
2025 Q3	$35.7M	Sell	395,233 -1,050	-0.3%	-$91.1K	7.19%	5
2025 Q2	$34.1M	Buy	396,283 +3,638	+0.9%	+$289K	7.25%	6
2025 Q1	$31M	Sell	392,645 -9,064	-2%	-$743K	7.02%	6
2024 Q4	$33.5M	Buy	401,709 +57	+0%	+$4.77K	7.48%	6
2024 Q3	$33M	Sell	401,652 -4,778	-1%	-$383K	7.56%	5
2024 Q2	$32M	Sell	406,430 -3,870	-0.9%	-$292K	7.6%	6
2024 Q1	$30.2M	Sell	410,300 -6,009	-1%	-$438K	7.64%	5
2023 Q4	$30M	Buy	416,309 +23,604	+6%	+$1.56M	7.88%	5
2023 Q3	$25.6M	Buy	+392,705	New	+$26.1M	7.58%	5

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

BCM Advisors's DGRW Position: Q2 2026 in Review

BCM Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3% in Q2 2026, selling an estimated $1.1M and leaving 378,553 shares worth $36.1M. The position accounts for 7.03% of the portfolio, ranked #5.

BCM Advisors first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.5M in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

BCM Advisors held 378,553 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $36.1M as of Q2 2026.
BCM Advisors sold 11,658 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.1M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.03% of BCM Advisors's portfolio in Q2 2026, its #5 holding.
BCM Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
BCM Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $36.5M 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 BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.