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Capital Analysts LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Capital Analysts LLC’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 		$538K Sell
5,622
-30
-0.5% -$2.83K 0.01% 480
2026
Q1 		$496K Buy
5,652
+11
+0.2% +$1K 0.01% 454
2025
Q4 		$505K Sell
5,641
-1,661
-23% -$148K 0.01% 424
2025
Q3 		$650K Buy
7,302
+13
+0.2% +$1.13K 0.02% 381
2025
Q2 		$610K Sell
7,289
-1,816
-20% -$144K 0.02% 358
2025
Q1 		$728K Sell
9,105
-293
-3% -$24K 0.03% 307
2024
Q4 		$760K Buy
9,398
+24
+0.3% +$2.01K 0.03% 274
2024
Q3 		$780K Sell
9,374
-1,916
-17% -$153K 0.03% 269
2024
Q2 		$881K Sell
11,290
-2,051
-15% -$155K 0.04% 265
2024
Q1 		$1.02M Buy
13,341
+488
+4% +$35.6K 0.05% 240
2023
Q4 		$904K Buy
12,853
+2,953
+30% +$195K 0.05% 238
2023
Q3 		$629K Sell
9,900
-845
-8% -$56.1K 0.04% 272
2023
Q2 		$716K Sell
10,745
-3,765
-26% -$239K 0.04% 255
2023
Q1 		$905K Sell
14,510
-2,080
-13% -$128K 0.05% 228
2022
Q4 		$1M Sell
16,590
-1,085
-6% -$64.7K 0.06% 212
2022
Q3 		$953K Buy
17,675
+535
+3% +$31.6K 0.07% 212
2022
Q2 		$982K Buy
17,140
+70
+0.4% +$4.24K 0.07% 207
2022
Q1 		$1.09M Sell
17,070
-1,055
-6% -$66.6K 0.07% 210
2021
Q4 		$1.19M Buy
18,125
+70
+0.4% +$4.4K 0.07% 204
2021
Q3 		$1.06M Buy
18,055
+1,085
+6% +$66.4K 0.07% 208
2021
Q2 		$1.01M Sell
16,970
-1,069
-6% -$63.2K 0.07% 208
2021
Q1 		$1.03M Buy
18,039
+12,769
+242% +$701K 0.07% 197
2020
Q4 		$284K Buy
5,270
+1,630
+45% +$84.4K 0.02% 221
2020
Q3 		$180K Buy
3,640
+1,310
+56% +$63.6K 0.02% 249
2020
Q2 		$106K Sell
2,330
-4,445
-66% -$192K 0.01% 272
2020
Q1 		$264K Buy
6,775
+1,265
+23% +$57.5K 0.03% 189
2019
Q4 		$267K Buy
+5,510
New +$257K 0.03% 217
2018
Q4 		– Sell
-360
Closed -$16K – 604
2018
Q3 		$16K Buy
360
+100
+38% +$4.32K ﹤0.01% 408
2018
Q2 		$11K Buy
+260
New +$10.7K ﹤0.01% 456

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

Capital Analysts LLC's DGRW Position: Q2 2026 in Review

Capital Analysts LLC reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.53% in Q2 2026, selling an estimated $2.83K and leaving 5,622 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #480.

Capital Analysts LLC first reported a position in DGRW in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.19M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Capital Analysts LLC held 5,622 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $538K as of Q2 2026.
  • Capital Analysts LLC sold 30 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.83K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #480 holding.
  • Capital Analysts LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 29 quarters since.
  • Capital Analysts LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.19M in Q4 2021.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.