CIBC Private Wealth Group
DGRW icon

CIBC Private Wealth Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$518K Sell
5,789
-146
-2% -$13K ﹤0.01% 869
2025
Q3 		$528K Buy
5,935
+2,335
+65% +$203K ﹤0.01% 850
2025
Q2 		$301K Buy
3,600
+617
+21% +$49K ﹤0.01% 974
2025
Q1 		$213K Sell
2,983
-83
-3% -$6.8K ﹤0.01% 1058
2024
Q4 		$249K Sell
3,066
-152
-5% -$12.7K ﹤0.01% 1077
2024
Q3 		$268K Buy
3,218
+4
+0.1% +$320 ﹤0.01% 1066
2024
Q2 		$254K Buy
3,214
+4
+0.1% +$302 ﹤0.01% 1007
2024
Q1 		$243K Sell
3,210
-22
-0.7% -$1.6K ﹤0.01% 1045
2023
Q4 		$227K Buy
3,232
+6
+0.2% +$396 ﹤0.01% 1027
2023
Q3 		$205K Buy
+3,226
New +$214K ﹤0.01% 996
2018
Q3 		– Sell
-2,231
Closed -$92K – 1133
2018
Q2 		$92K Buy
2,231
+9
+0.4% +$369 ﹤0.01% 1045
2018
Q1 		$90K Buy
2,222
+18
+0.8% +$757 ﹤0.01% 1039
2017
Q4 		$91K Buy
+2,204
New +$88K ﹤0.01% 1059

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

CIBC Private Wealth Group's DGRW Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.5% in Q4 2025, selling an estimated $13K and leaving 5,789 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

CIBC Private Wealth Group first reported a position in DGRW in Q4 2017 and has held it in 13 quarters since. The position peaked at $528K in Q3 2025. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • CIBC Private Wealth Group held 5,789 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $518K as of Q4 2025.
  • CIBC Private Wealth Group sold 146 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $13K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #869 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $528K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.