BOK Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BOK Financial’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	$653K	Buy	+6,830	New	+$645K	0.01%	510
2026 Q1	–	Sell	-837	Closed	-$74.9K	–	1052
2025 Q4	$74.9K	Hold	837	–	–	﹤0.01%	797
2025 Q3	$74.5K	Hold	837	–	–	﹤0.01%	797
2025 Q2	$70.1K	Buy	+837	New	+$66.4K	﹤0.01%	798
2022 Q4	–	Sell	-4,716	Closed	-$254K	–	906
2022 Q3	$254K	Hold	4,716	–	–	0.01%	791
2022 Q2	$270K	Buy	+4,716	New	+$286K	0.01%	796

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

BOK Financial's DGRW Position: Q2 2026 in Review

BOK Financial opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 6,830 shares worth $653K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: BOK Financial previously reported a position in DGRW as recently as Q4 2025.

BOK Financial first reported a position in DGRW in Q2 2022 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

BOK Financial held 6,830 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $653K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new BOK Financial position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of BOK Financial's portfolio in Q2 2026, its #510 holding.
BOK Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.