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Brinker Capital Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Brinker Capital Investments’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 		– Sell
-2,880
Closed -$253K – 1935
2026
Q1 		$253K Sell
2,880
-10,050
-78% -$914K ﹤0.01% 1735
2025
Q4 		$1.16M Sell
12,930
-283
-2% -$25.2K 0.01% 1166
2025
Q3 		$1.18M Sell
13,213
-4,270
-24% -$370K 0.01% 1140
2025
Q2 		$1.46M Sell
17,483
-980
-5% -$77.8K 0.01% 963
2025
Q1 		$1.47M Sell
18,463
-5,964
-24% -$489K 0.01% 875
2024
Q4 		$1.98M Buy
24,427
+3,973
+19% +$332K 0.02% 704
2024
Q3 		$1.7M Buy
20,454
+4,208
+26% +$337K 0.02% 771
2024
Q2 		$1.27M Buy
+16,246
New +$1.23M 0.01% 871
2021
Q3 		– Sell
-4,032
Closed -$241K – 1285
2021
Q2 		$241K Buy
4,032
+476
+13% +$28.1K ﹤0.01% 1261
2021
Q1 		$203K Buy
+3,556
New +$195K ﹤0.01% 1148
2020
Q1 		– Sell
-29,594
Closed -$1.43M – 403
2019
Q4 		$1.43M Sell
29,594
-1,296
-4% -$60.5K 0.05% 203
2019
Q3 		$1.39M Buy
30,890
+691
+2% +$30.6K 0.05% 205
2019
Q2 		$1.32M Sell
30,199
-1,804
-6% -$78.1K 0.04% 237
2019
Q1 		$1.38M Buy
32,003
+132
+0.4% +$5.45K 0.04% 220
2018
Q4 		$1.22M Buy
31,871
+9,831
+45% +$406K 0.04% 218
2018
Q3 		$977K Sell
22,040
-6,613
-23% -$286K 0.03% 211
2018
Q2 		$1.18M Buy
28,653
+1,276
+5% +$52.4K 0.04% 220
2018
Q1 		$1.1M Sell
27,377
-972
-3% -$40.9K 0.04% 211
2017
Q4 		$1.17M Sell
28,349
-988
-3% -$39.4K 0.04% 214
2017
Q3 		$1.12M Sell
29,337
-1,441
-5% -$53.7K 0.04% 200
2017
Q2 		$1.13M Buy
30,778
+7,929
+35% +$287K 0.04% 196
2017
Q1 		$811K Sell
22,849
-16,230
-42% -$564K 0.03% 205
2016
Q4 		$1.3M Sell
39,079
-13,467
-26% -$438K 0.06% 170
2016
Q3 		$1.7M Sell
52,546
-1,503
-3% -$48.8K 0.07% 154
2016
Q2 		$1.71M Buy
54,049
+12,567
+30% +$393K 0.07% 148
2016
Q1 		$1.3M Buy
41,482
+34,022
+456% +$1M 0.06% 162
2015
Q4 		$226K Buy
7,460
+1,440
+24% +$44.1K 0.01% 293
2015
Q3 		$172K Buy
6,020
+1,805
+43% +$54.5K 0.01% 293
2015
Q2 		$131K Buy
4,215
+698
+20% +$22.1K 0.01% 290
2015
Q1 		$110K Buy
+3,517
New +$110K ﹤0.01% 286

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brinker Capital Investments's DGRW Position: Q2 2026 in Review

Brinker Capital Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 2,880 shares — an estimated $253K sold.

Brinker Capital Investments first reported a position in DGRW in Q1 2015 and held it in 30 quarters. The position peaked at $1.98M in Q4 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Brinker Capital Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 2,880 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $253K.
  • Brinker Capital Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2015 and held it in 30 quarters.
  • Brinker Capital Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.98M in Q4 2024.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.