Brookwood Investment Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Brookwood Investment Group’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	$287K	Sell	3,005 -365	-11%	-$34.5K	0.03%	406
2026 Q1	$296K	Hold	3,370	–	–	0.04%	398
2025 Q4	$301K	Hold	3,370	–	–	0.04%	395
2025 Q3	$300K	Hold	3,370	–	–	0.04%	374
2025 Q2	$282K	Hold	3,370	–	–	0.05%	343
2025 Q1	$269K	Buy	+3,370	New	+$276K	0.05%	340

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

Brookwood Investment Group's DGRW Position: Q2 2026 in Review

Brookwood Investment Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, selling an estimated $34.5K and leaving 3,005 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #406.

Brookwood Investment Group first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Brookwood Investment Group held 3,005 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $287K as of Q2 2026.
Brookwood Investment Group sold 365 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $34.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #406 holding.
Brookwood Investment Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $301K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.