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

Capital Planning 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
Q1 		$10M Buy
114,118
+2,215
+2% +$201K 1.45% 20
2025
Q4 		$10M Buy
111,903
+2,109
+2% +$188K 1.34% 19
2025
Q3 		$9.77M Sell
109,794
-2,303
-2% -$200K 1.34% 20
2025
Q2 		$9.39M Sell
112,097
-2,228
-2% -$177K 1.38% 21
2025
Q1 		$9.13M Buy
114,325
+14
+0% +$1.15K 1.41% 21
2024
Q4 		$9.25M Buy
114,311
+3,460
+3% +$289K 1.43% 20
2024
Q3 		$9.22M Sell
110,851
-443
-0.4% -$35.5K 1.39% 18
2024
Q2 		$8.69M Buy
111,294
+4,624
+4% +$349K 1.49% 18
2024
Q1 		$8.13M Sell
106,670
-1,739
-2% -$127K 1.43% 18
2023
Q4 		$7.62M Buy
108,409
+2,061
+2% +$136K 1.44% 18
2023
Q3 		$6.75M Sell
106,348
-804
-0.8% -$53.4K 1.41% 18
2023
Q2 		$7.14M Sell
107,152
-16,153
-13% -$1.03M 1.45% 17
2023
Q1 		$7.69M Sell
123,305
-16,361
-12% -$1.01M 1.63% 15
2022
Q4 		$8.43M Buy
139,666
+13,216
+10% +$788K 2% 11
2022
Q3 		$6.82M Buy
126,450
+7,006
+6% +$414K 1.83% 16
2022
Q2 		$6.84M Buy
119,444
+10,213
+9% +$619K 1.81% 14
2022
Q1 		$6.96M Sell
109,231
-447
-0.4% -$28.2K 1.49% 16
2021
Q4 		$7.22M Buy
109,678
+2,871
+3% +$180K 1.38% 19
2021
Q3 		$6.29M Buy
106,807
+6,666
+7% +$408K 1.3% 21
2021
Q2 		$5.97M Buy
100,141
+2,287
+2% +$135K 1.23% 19
2021
Q1 		$5.6M Buy
97,854
+3,288
+3% +$180K 1.25% 21
2020
Q4 		$5.1M Buy
94,566
+7,952
+9% +$412K 1.25% 23
2020
Q3 		$4.29M Buy
86,614
+8,886
+11% +$431K 1.18% 26
2020
Q2 		$3.54M Buy
77,728
+5,760
+8% +$249K 1.05% 28
2020
Q1 		$2.8M Sell
71,968
-496
-0.7% -$22.5K 1.04% 32
2019
Q4 		$3.51M Buy
72,464
+5,039
+7% +$235K 0.92% 41
2019
Q3 		$3.04M Sell
67,425
-56,186
-45% -$2.49M 0.88% 41
2019
Q2 		$5.4M Sell
123,611
-1,564
-1% -$67.7K 1.59% 17
2019
Q1 		$5.39M Sell
125,175
-34,505
-22% -$1.42M 1.65% 17
2018
Q4 		$6.12M Buy
+159,680
New +$6.6M 2.23% 10

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Planning Advisors's DGRW Position: Q1 2026 in Review

Capital Planning Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q1 2026, buying an estimated $201K and bringing the position to 114,118 shares worth $10M. The position accounts for 1.45% of the portfolio, ranked #20.

Capital Planning Advisors first reported a position in DGRW in Q4 2018 and has held it in 30 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Capital Planning Advisors held 114,118 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10M as of Q1 2026.
  • Capital Planning Advisors bought 2,215 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $201K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.45% of Capital Planning Advisors's portfolio in Q1 2026, its #20 holding.
  • Capital Planning Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.