Berkeley Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Berkeley Inc’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	$2.54M	Sell	26,590 -8,184	-24%	-$773K	0.8%	32
2026 Q1	$3.05M	Sell	34,774 -42,421	-55%	-$3.86M	1.02%	30
2025 Q4	$6.9M	Sell	77,195 -7,991	-9%	-$712K	2.2%	15
2025 Q3	$7.58M	Buy	85,186 +1,078	+1%	+$93.5K	2.44%	14
2025 Q2	$7.04M	Buy	84,108 +36,693	+77%	+$2.91M	2.53%	10
2025 Q1	$3.79M	Buy	47,415 +2,158	+5%	+$177K	1.78%	22
2024 Q4	$3.66M	Buy	45,257 +27,399	+153%	+$2.29M	1.9%	21
2024 Q3	$1.49M	Buy	+17,858	New	+$1.43M	0.43%	39

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

Berkeley Inc's DGRW Position: Q2 2026 in Review

Berkeley Inc reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 24% in Q2 2026, selling an estimated $773K and leaving 26,590 shares worth $2.54M. The position accounts for 0.8% of the portfolio, ranked #32.

Berkeley Inc first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.58M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Berkeley Inc held 26,590 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.54M as of Q2 2026.
Berkeley Inc sold 8,184 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $773K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.8% of Berkeley Inc's portfolio in Q2 2026, its #32 holding.
Berkeley Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Berkeley Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.58M 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 Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.