Choreo LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Choreo LLC’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	$4.5M	Sell	51,280 -38	-0.1%	-$3.46K	0.06%	234
2025 Q4	$4.62M	Sell	51,318 -2,298	-4%	-$205K	0.06%	212
2025 Q3	$4.77M	Sell	53,616 -362	-0.7%	-$31.4K	0.06%	209
2025 Q2	$4.52M	Buy	53,978 +39,084	+262%	+$3.1M	0.06%	208
2025 Q1	$1.19M	Sell	14,894 -39,123	-72%	-$3.21M	0.02%	495
2024 Q4	$4.37M	Buy	54,017 +38,104	+239%	+$3.19M	0.06%	210
2024 Q3	$1.31M	Sell	15,913 -1,807	-10%	-$145K	0.02%	484
2024 Q2	$1.38M	Buy	+17,720	New	+$1.34M	0.02%	403

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Choreo LLC's DGRW Position: Q1 2026 in Review

Choreo LLC reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.07% in Q1 2026, selling an estimated $3.46K and leaving 51,280 shares worth $4.5M. The position accounts for 0.06% of the portfolio, ranked #234.

Choreo LLC first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.77M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Choreo LLC held 51,280 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.5M as of Q1 2026.
Choreo LLC sold 38 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $3.46K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Choreo LLC's portfolio in Q1 2026, its #234 holding.
Choreo LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.77M in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.