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DGRW icon

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

Certuity’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 		$10M Buy
105,076
+833
+0.8% +$78.7K 0.5% 36
2026
Q1 		$9.16M Sell
104,243
-25,729
-20% -$2.34M 0.6% 33
2025
Q4 		$11.6M Sell
129,972
-8,613
-6% -$768K 0.73% 31
2025
Q3 		$12.3M Buy
138,585
+2,536
+2% +$220K 0.85% 26
2025
Q2 		$11.4M Sell
136,049
-29,812
-18% -$2.37M 1.07% 23
2025
Q1 		$13.2M Sell
165,861
-219
-0.1% -$17.9K 1.39% 18
2024
Q4 		$13.4M Buy
166,080
+48,267
+41% +$4.04M 1.46% 17
2024
Q3 		$9.8M Sell
117,813
-351,129
-75% -$28.1M 1.06% 25
2024
Q2 		$36.6M Buy
468,942
+49,418
+12% +$3.73M 2.92% 9
2024
Q1 		$32M Buy
419,524
+220,926
+111% +$16.1M 2.8% 9
2023
Q4 		$14M Sell
198,598
-10,702
-5% -$707K 1.41% 20
2023
Q3 		$13.3M Buy
209,300
+6,242
+3% +$415K 1.56% 19
2023
Q2 		$13.5M Buy
203,058
+833
+0.4% +$52.9K 1.54% 19
2023
Q1 		$12.6M Buy
202,225
+11,428
+6% +$702K 1.86% 17
2022
Q4 		$11.5M Buy
190,797
+96,938
+103% +$5.78M 1.82% 20
2022
Q3 		$5.06M Buy
93,859
+27,331
+41% +$1.62M 1.17% 13
2022
Q2 		$3.81M Buy
66,528
+57,609
+646% +$3.49M 0.99% 16
2022
Q1 		$568K Buy
+8,919
New +$563K 0.12% 124

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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 $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Certuity's DGRW Position: Q2 2026 in Review

Certuity increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.8% in Q2 2026, buying an estimated $78.7K and bringing the position to 105,076 shares worth $10M. The position accounts for 0.5% of the portfolio, ranked #36.

Certuity first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. The position peaked at $36.6M in Q2 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Certuity held 105,076 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10M as of Q2 2026.
  • Certuity bought 833 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $78.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.5% of Certuity's portfolio in Q2 2026, its #36 holding.
  • Certuity first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
  • Certuity's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $36.6M in Q2 2024.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.