Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cetera Investment Advisers’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 		$252M Buy
2,640,256
+50,311
+2% +$4.75M 0.23% 82
2026
Q1 		$228M Buy
2,589,945
+139,133
+6% +$12.7M 0.24% 83
2025
Q4 		$219M Buy
2,450,812
+1,793
+0.1% +$160K 0.24% 77
2025
Q3 		$218M Buy
2,449,019
+494,716
+25% +$42.9M 0.25% 75
2025
Q2 		$164M Sell
1,954,303
-303,909
-13% -$24.1M 0.28% 70
2025
Q1 		$180M Buy
2,258,212
+152,587
+7% +$12.5M 0.35% 46
2024
Q4 		$170M Buy
2,105,625
+140,375
+7% +$11.7M 0.36% 50
2024
Q3 		$164M Buy
1,965,250
+76,768
+4% +$6.15M 0.36% 48
2024
Q2 		$147M Buy
1,888,482
+62,514
+3% +$4.72M 0.34% 52
2024
Q1 		$139M Buy
1,825,968
+1,166,061
+177% +$85.1M 0.33% 53
2023
Q4 		$46.4M Buy
659,907
+4,916
+0.8% +$325K 0.38% 40
2023
Q3 		$41.6M Buy
654,991
+14,001
+2% +$930K 0.36% 46
2023
Q2 		$42.7M Sell
640,990
-72,571
-10% -$4.61M 0.36% 44
2023
Q1 		$44.5M Buy
713,561
+11,156
+2% +$686K 0.39% 43
2022
Q4 		$42.4M Buy
702,405
+20,353
+3% +$1.21M 0.39% 44
2022
Q3 		$36.8M Buy
682,052
+55,549
+9% +$3.29M 0.73% 17
2022
Q2 		$35.9M Buy
626,503
+7,806
+1% +$473K 0.57% 25
2022
Q1 		$39.4M Buy
618,697
+19,327
+3% +$1.22M 0.57% 23
2021
Q4 		$39.5M Buy
599,370
+18,461
+3% +$1.16M 0.57% 24
2021
Q3 		$34.2M Buy
580,909
+40,070
+7% +$2.45M 0.54% 24
2021
Q2 		$32.3M Buy
540,839
+50,461
+10% +$2.98M 0.52% 26
2021
Q1 		$28M Buy
490,378
+74,238
+18% +$4.07M 0.55% 27
2020
Q4 		$22.5M Buy
416,140
+309,351
+290% +$16M 0.44% 45
2020
Q3 		$5.29M Buy
106,789
+53,841
+102% +$2.61M 0.43% 53
2020
Q2 		$2.41M Buy
52,948
+14,324
+37% +$620K 0.22% 117
2020
Q1 		$1.5M Buy
+38,624
New +$1.75M 0.18% 140

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers's DGRW Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, buying an estimated $4.75M and bringing the position to 2,640,256 shares worth $252M. The position accounts for 0.23% of the portfolio, ranked #82.

Cetera Investment Advisers first reported a position in DGRW in Q1 2020 and has held it in 26 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Cetera Investment Advisers held 2,640,256 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $252M as of Q2 2026.
  • Cetera Investment Advisers bought 50,311 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.75M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Cetera Investment Advisers's portfolio in Q2 2026, its #82 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 26 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.