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Charter Oak Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Charter Oak Capital Management’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 		$314K Buy
3,578
+1
+0% +$91 0.02% 160
2025
Q4 		$320K Buy
3,577
+1
+0% +$89 0.02% 161
2025
Q3 		$318K Hold
3,576
– – 0.03% 164
2025
Q2 		$299K Buy
3,576
+1
+0% +$79 0.03% 163
2025
Q1 		$286K Sell
3,575
-84
-2% -$6.88K 0.03% 157
2024
Q4 		$296K Hold
3,659
– – 0.03% 145
2024
Q3 		$304K Buy
3,659
+1
+0% +$80 0.03% 145
2024
Q2 		$286K Buy
3,658
+1
+0% +$76 0.03% 143
2024
Q1 		$279K Hold
3,657
– – 0.03% 152
2023
Q4 		$257K Buy
3,657
+1
+0% +$66 0.03% 151
2023
Q3 		$232K Buy
3,656
+1
+0% +$66 0.03% 161
2023
Q2 		$244K Buy
3,655
+86
+2% +$5.46K 0.03% 158
2023
Q1 		$223K Hold
3,569
– – 0.03% 162
2022
Q4 		$215K Buy
+3,569
New +$213K 0.03% 159
2022
Q3 		– Sell
-4,138
Closed -$237K – 319
2022
Q2 		$237K Buy
4,138
+26
+0.6% +$1.58K 0.03% 161
2022
Q1 		$262K Buy
4,112
+1
+0% +$63 0.03% 159
2021
Q4 		$271K Buy
4,111
+3,401
+479% +$214K 0.03% 161
2021
Q3 		$42K Buy
710
+1
+0.1% +$61 0.01% 350
2021
Q2 		$42K Buy
709
+1
+0.1% +$59 0.01% 339
2021
Q1 		$41K Hold
708
– – 0.01% 335
2020
Q4 		$38K Buy
+708
New +$36.7K 0.01% 327

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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $103B AUM 28.65% 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

Charter Oak Capital Management's DGRW Position: Q1 2026 in Review

Charter Oak Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.03% in Q1 2026, buying an estimated $91 and bringing the position to 3,578 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #160.

Charter Oak Capital Management first reported a position in DGRW in Q4 2020 and has held it in 21 quarters since. The position peaked at $320K in Q4 2025. 771 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Charter Oak Capital Management held 3,578 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $314K as of Q1 2026.
  • Charter Oak Capital Management bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q1 2026, an estimated $91.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #160 holding.
  • Charter Oak Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 21 quarters since.
  • Charter Oak Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $320K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.