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

Blue Trust 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	$420K	Hold	4,392	–	–	﹤0.01%	543
2026 Q1	$386K	Hold	4,392	–	–	﹤0.01%	562
2025 Q4	$393K	Buy	4,392 +3,830	+681%	+$341K	﹤0.01%	569
2025 Q3	$50K	Sell	562 -150	-21%	-$13K	﹤0.01%	1416
2025 Q2	$59.6K	Buy	712 +150	+27%	+$11.9K	﹤0.01%	1294
2025 Q1	$44.9K	Hold	562	–	–	﹤0.01%	1423
2024 Q4	$45.5K	Buy	+562	New	+$47K	﹤0.01%	1386
2024 Q1	–	Sell	-151	Closed	-$10K	–	2311
2023 Q4	$10K	Buy	+151	New	+$9.97K	﹤0.01%	1573

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

Blue Trust Inc's DGRW Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,392 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Blue Trust Inc first reported a position in DGRW in Q4 2023 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Blue Trust Inc held 4,392 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $420K as of Q2 2026.
Blue Trust Inc left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #543 holding.
Blue Trust Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.