Cary Street Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cary Street Partners’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	$217K	Buy	+2,264	New	+$214K	﹤0.01%	901
2026 Q1	–	Sell	-4,609	Closed	-$412K	–	996
2025 Q4	$412K	Sell	4,609 -445	-9%	-$39.7K	0.01%	644
2025 Q3	$450K	Sell	5,054 -555	-10%	-$48.1K	0.01%	594
2025 Q2	$470K	Hold	5,609	–	–	0.01%	564
2025 Q1	$448K	Buy	5,609 +1,180	+27%	+$96.7K	0.01%	568
2024 Q4	$358K	Buy	+4,429	New	+$370K	0.01%	578

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

Cary Street Partners's DGRW Position: Q2 2026 in Review

Cary Street Partners opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,264 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in DGRW as recently as Q4 2025.

Cary Street Partners first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $470K in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cary Street Partners held 2,264 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $217K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Cary Street Partners position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #901 holding.
Cary Street Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Cary Street Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $470K in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.