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Bryn Mawr Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bryn Mawr Capital Management’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 		$1.61M Sell
16,888
-483
-3% -$45.6K 0.07% 174
2026
Q1 		$1.53M Sell
17,371
-317
-2% -$28.8K 0.07% 171
2025
Q4 		$1.58M Sell
17,688
-161
-0.9% -$14.4K 0.08% 167
2025
Q3 		$1.59M Sell
17,849
-232
-1% -$20.1K 0.08% 168
2025
Q2 		$1.51M Buy
18,081
+699
+4% +$55.5K 0.08% 167
2025
Q1 		$1.39M Buy
17,382
+41
+0.2% +$3.36K 0.08% 173
2024
Q4 		$1.4M Buy
17,341
+12,344
+247% +$1.03M 0.08% 184
2024
Q3 		$416K Buy
4,997
+1,194
+31% +$95.6K 0.02% 300
2024
Q2 		$297K Hold
3,803
– – 0.02% 336
2024
Q1 		$290K Hold
3,803
– – 0.02% 345
2023
Q4 		$267K Buy
+3,803
New +$251K 0.02% 348

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 $2.02B AUM
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

Bryn Mawr Capital Management's DGRW Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.8% in Q2 2026, selling an estimated $45.6K and leaving 16,888 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #174.

Bryn Mawr Capital Management first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bryn Mawr Capital Management held 16,888 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.61M as of Q2 2026.
  • Bryn Mawr Capital Management sold 483 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $45.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #174 holding.
  • Bryn Mawr Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.