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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
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 $1.37T 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

Certuity's DGRW Position: Q1 2026 in Review

Certuity reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 20% in Q1 2026, selling an estimated $2.34M and leaving 104,243 shares worth $9.16M. The position accounts for 0.6% of the portfolio, ranked #33.

Certuity first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. The position peaked at $36.6M in Q2 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Certuity held 104,243 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.16M as of Q1 2026.
  • Certuity sold 25,729 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.34M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.6% of Certuity's portfolio in Q1 2026, its #33 holding.
  • Certuity first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 17 quarters since.
  • Certuity's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $36.6M in Q2 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.