Cerity Partners
DGRW icon

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

Cerity 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 		$29.2M Sell
305,644
-11,051
-3% -$1.04M 0.04% 370
2026
Q1 		$27.8M Sell
316,695
-19,031
-6% -$1.73M 0.04% 357
2025
Q4 		$30M Sell
335,726
-8,119
-2% -$724K 0.04% 318
2025
Q3 		$30.6M Sell
343,845
-35,822
-9% -$3.11M 0.05% 290
2025
Q2 		$31.8M Sell
379,667
-51,466
-12% -$4.08M 0.06% 267
2025
Q1 		$34.4M Sell
431,133
-77,814
-15% -$6.37M 0.07% 234
2024
Q4 		$41.2M Buy
508,947
+343,207
+207% +$28.7M 0.09% 194
2024
Q3 		$13.8M Buy
165,740
+5,507
+3% +$441K 0.03% 404
2024
Q2 		$12.5M Buy
160,233
+34,947
+28% +$2.64M 0.03% 369
2024
Q1 		$9.55M Buy
125,286
+13,146
+12% +$959K 0.03% 475
2023
Q4 		$7.88M Buy
112,140
+98,743
+737% +$6.52M 0.03% 420
2023
Q3 		$851K Buy
13,397
+5,122
+62% +$340K ﹤0.01% 806
2023
Q2 		$551K Buy
8,275
+3,793
+85% +$241K ﹤0.01% 1138
2023
Q1 		$279K Buy
4,482
+804
+22% +$49.4K ﹤0.01% 1556
2022
Q4 		$222K Buy
+3,678
New +$219K ﹤0.01% 1281

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's DGRW Position: Q2 2026 in Review

Cerity Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $1.04M and leaving 305,644 shares worth $29.2M. The position accounts for 0.04% of the portfolio, ranked #370.

Cerity Partners first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.2M in Q4 2024. 746 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Cerity Partners held 305,644 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29.2M as of Q2 2026.
  • Cerity Partners sold 11,051 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.04M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #370 holding.
  • Cerity Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $41.2M in Q4 2024.
  • 746 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.