Capital Market Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Capital Market Strategies’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
2025 Q1	–	Sell	-4,764	Closed	-$386K	–	148
2024 Q4	$386K	Buy	4,764 +335	+8%	+$28K	0.22%	97
2024 Q3	$369K	Buy	4,429 +27	+0.6%	+$2.16K	0.22%	89
2024 Q2	$344K	Buy	4,402 +381	+9%	+$28.8K	0.22%	98
2024 Q1	$306K	Buy	4,021 +554	+16%	+$40.4K	0.23%	100
2023 Q4	$244K	Buy	3,467 +105	+3%	+$6.93K	0.21%	124
2023 Q3	$210K	Buy	+3,362	New	+$223K	0.21%	128

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Market Strategies's DGRW Position: Q1 2025 in Review

Capital Market Strategies sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 4,764 shares — an estimated $386K sold.

Capital Market Strategies first reported a position in DGRW in Q3 2023 and held it in 6 quarters. The position peaked at $386K in Q4 2024. 719 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Capital Market Strategies reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Capital Market Strategies sold 4,764 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $386K.
Capital Market Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 6 quarters.
Capital Market Strategies's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $386K in Q4 2024.
719 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Capital Market Strategies's 13F filing for Q1 2025, filed 4 Apr 2025.