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Bulltick Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bulltick Wealth 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
Q1 		– Sell
-20,946
Closed -$1.87M – 144
2025
Q4 		$1.87M Buy
20,946
+223
+1% +$19.9K 0.4% 55
2025
Q3 		$1.84M Sell
20,723
-4,040
-16% -$350K 0.44% 55
2025
Q2 		$2.07M Buy
24,763
+429
+2% +$34K 0.51% 50
2025
Q1 		$1.94M Sell
24,334
-11,700
-32% -$959K 0.52% 51
2024
Q4 		$2.92M Buy
36,034
+9,061
+34% +$758K 0.67% 38
2024
Q3 		$2.24M Buy
26,973
+4,963
+23% +$398K 0.54% 48
2024
Q2 		$1.72M Sell
22,010
-3,843
-15% -$290K 0.42% 49
2024
Q1 		$1.97M Sell
25,853
-12,715
-33% -$928K 0.34% 53
2023
Q4 		$2.71M Sell
38,568
-2,181
-5% -$144K 0.62% 47
2023
Q3 		$2.59M Sell
40,749
-13,870
-25% -$922K 0.62% 48
2023
Q2 		$3.64M Buy
54,619
+37,449
+218% +$2.38M 0.81% 43
2023
Q1 		$1.07M Buy
17,170
+13,320
+346% +$819K 0.28% 54
2022
Q4 		$232K Buy
+3,850
New +$230K 0.07% 119

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bulltick Wealth Management's DGRW Position: Q1 2026 in Review

Bulltick Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 20,946 shares — an estimated $1.87M sold.

Bulltick Wealth Management first reported a position in DGRW in Q4 2022 and held it in 13 quarters. The position peaked at $3.64M in Q2 2023. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Bulltick Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Bulltick Wealth Management sold 20,946 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.87M.
  • Bulltick Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 13 quarters.
  • Bulltick Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.64M in Q2 2023.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Bulltick Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.