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

Cetera Trust Company’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	$19.1K	Hold	200	–	–	0.01%	258
2026 Q1	$17.6K	Sell	200 -147	-42%	-$13.4K	0.01%	260
2025 Q4	$31K	Buy	+347	New	+$30.9K	0.02%	232

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

Cetera Trust Company's DGRW Position: Q2 2026 in Review

Cetera Trust Company held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 200 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #258.

Cetera Trust Company first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $31K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cetera Trust Company held 200 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19.1K as of Q2 2026.
Cetera Trust Company left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cetera Trust Company's portfolio in Q2 2026, its #258 holding.
Cetera Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Cetera Trust Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $31K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.