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

Bigelow Investment 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
2025 Q2	–	Sell	-2,745	Closed	-$219K	–	150
2025 Q1	$219K	Hold	2,745	–	–	0.1%	142
2024 Q4	$222K	Sell	2,745 -1,000	-27%	-$83.6K	0.1%	142
2024 Q3	$312K	Hold	3,745	–	–	0.14%	135
2024 Q2	$292K	Hold	3,745	–	–	0.14%	133
2024 Q1	$285K	Hold	3,745	–	–	0.14%	135
2023 Q4	$263K	Hold	3,745	–	–	0.14%	133
2023 Q3	$238K	Hold	3,745	–	–	0.14%	138
2023 Q2	$250K	Hold	3,745	–	–	0.14%	137
2023 Q1	$233K	Hold	3,745	–	–	0.13%	139
2022 Q4	$226K	Hold	3,745	–	–	0.13%	135
2022 Q3	$202K	Hold	3,745	–	–	0.12%	136
2022 Q2	$215K	Hold	3,745	–	–	0.12%	138
2022 Q1	$238K	Hold	3,745	–	–	0.11%	137
2021 Q4	$247K	Hold	3,745	–	–	0.11%	131
2021 Q3	$220K	Hold	3,745	–	–	0.11%	135
2021 Q2	$223K	Hold	3,745	–	–	0.11%	135
2021 Q1	$214K	Hold	3,745	–	–	0.11%	136
2020 Q4	$202K	Buy	+3,745	New	+$194K	0.11%	138

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bigelow Investment Advisors's DGRW Position: Q2 2025 in Review

Bigelow Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 2,745 shares — an estimated $219K sold.

Bigelow Investment Advisors first reported a position in DGRW in Q4 2020 and held it in 18 quarters. The position peaked at $312K in Q3 2024. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Bigelow Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Bigelow Investment Advisors sold 2,745 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $219K.
Bigelow Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 18 quarters.
Bigelow Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $312K in Q3 2024.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Bigelow Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.