Capital Group Private Client Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Capital Group Private Client Services’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	$2.41M	Buy	25,207 +10,069	+67%	+$951K	0.03%	148
2026 Q1	$1.33M	Hold	15,138	–	–	0.02%	175
2025 Q4	$1.35M	Hold	15,138	–	–	0.02%	190
2025 Q3	$1.35M	Buy	15,138 +6,052	+67%	+$525K	0.02%	198
2025 Q2	$761K	Hold	9,086	–	–	0.01%	243
2025 Q1	$726K	Buy	9,086 +6,086	+203%	+$499K	0.01%	240
2024 Q4	$243K	Hold	3,000	–	–	﹤0.01%	268
2024 Q3	$250K	Hold	3,000	–	–	﹤0.01%	261
2024 Q2	$234K	Buy	+3,000	New	+$227K	﹤0.01%	262

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

Capital Group Private Client Services's DGRW Position: Q2 2026 in Review

Capital Group Private Client Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 67% in Q2 2026, buying an estimated $951K and bringing the position to 25,207 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #148.

Capital Group Private Client Services first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Capital Group Private Client Services held 25,207 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.41M as of Q2 2026.
Capital Group Private Client Services bought 10,069 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $951K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Capital Group Private Client Services's portfolio in Q2 2026, its #148 holding.
Capital Group Private Client Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.