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Cherry Tree Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cherry Tree Wealth 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 		$227K Buy
2,584
+22
+0.9% +$2K 0.05% 150
2025
Q4 		$229K Hold
2,562
– – 0.05% 153
2025
Q3 		$228K Buy
2,562
+64
+3% +$5.55K 0.05% 152
2025
Q2 		$209K Buy
2,498
+158
+7% +$12.5K 0.05% 154
2025
Q1 		$187K Hold
2,340
– – 0.05% 163
2024
Q4 		$189K Buy
2,340
+109
+5% +$9.11K 0.05% 161
2024
Q3 		$186K Buy
2,231
+358
+19% +$28.7K 0.04% 165
2024
Q2 		$146K Buy
1,873
+198
+12% +$15K 0.04% 174
2024
Q1 		$128K Hold
1,675
– – 0.03% 185
2023
Q4 		$118K Buy
1,675
+235
+16% +$15.5K 0.03% 182
2023
Q3 		$91.4K Buy
1,440
+230
+19% +$15.3K 0.03% 193
2023
Q2 		$80.7K Buy
+1,210
New +$76.9K 0.02% 204

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cherry Tree Wealth Management's DGRW Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.86% in Q1 2026, buying an estimated $2K and bringing the position to 2,584 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #150.

Cherry Tree Wealth Management first reported a position in DGRW in Q2 2023 and has held it in 12 quarters since. The position peaked at $229K in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Cherry Tree Wealth Management held 2,584 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $227K as of Q1 2026.
  • Cherry Tree Wealth Management bought 22 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $229K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.