Capital Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Capital Investment Advisors’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	$855K	Buy	8,941 +2,774	+45%	+$262K	0.01%	395
2026 Q1	$542K	Buy	6,167 +3,051	+98%	+$277K	0.01%	470
2025 Q4	$279K	Hold	3,116	–	–	﹤0.01%	621
2025 Q3	$277K	Sell	3,116 -300	-9%	-$26K	﹤0.01%	614
2025 Q2	$286K	Sell	3,416 -21	-0.6%	-$1.67K	0.01%	583
2025 Q1	$274K	Sell	3,437 -198	-5%	-$16.2K	0.01%	572
2024 Q4	$294K	Buy	3,635 +100	+3%	+$8.36K	0.01%	524
2024 Q3	$294K	Buy	3,535 +415	+13%	+$33.2K	0.01%	515
2024 Q2	$244K	Buy	3,120 +300	+11%	+$22.7K	0.01%	535
2024 Q1	$215K	Sell	2,820 -250	-8%	-$18.2K	0.01%	571
2023 Q4	$216K	Buy	+3,070	New	+$203K	0.01%	550

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 Investment Advisors's DGRW Position: Q2 2026 in Review

Capital Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 45% in Q2 2026, buying an estimated $262K and bringing the position to 8,941 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #395.

Capital Investment Advisors 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.

Capital Investment Advisors held 8,941 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $855K as of Q2 2026.
Capital Investment Advisors bought 2,774 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $262K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #395 holding.
Capital Investment Advisors 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 Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.