Cidel Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$716K Buy
7,485
+2,405
+47% +$227K 0.03% 203
2026
Q1
$446K Hold
5,080
0.02% 260
2025
Q4
$454K Sell
5,080
-59
-1% -$5.26K 0.03% 217
2025
Q3
$457K Buy
5,139
+500
+11% +$43.4K 0.03% 215
2025
Q2
$388K Buy
4,639
+646
+16% +$51.3K 0.02% 228
2025
Q1
$319K Sell
3,993
-166
-4% -$13.6K 0.02% 246
2024
Q4
$337K Buy
4,159
+272
+7% +$22.7K 0.02% 232
2024
Q3
$323K Hold
3,887
0.02% 245
2024
Q2
$303K Hold
3,887
0.02% 247
2024
Q1
$296K Buy
3,887
+475
+14% +$34.7K 0.02% 254
2023
Q4
$240K Buy
+3,412
New +$225K 0.01% 281

Other funds holding DGRW

Cidel Asset Management's DGRW Position: Q2 2026 in Review

Cidel Asset Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 47% in Q2 2026, buying an estimated $227K and bringing the position to 7,485 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #203.

Cidel Asset Management first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Cidel Asset Management held 7,485 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $716K as of Q2 2026.
  • Cidel Asset Management bought 2,405 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $227K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #203 holding.
  • Cidel Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.