Citizens Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Citizens Financial 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
2026 Q2	$1.09M	Sell	11,395 -1,023	-8%	-$96.6K	0.01%	427
2026 Q1	$1.09M	Sell	12,418 -1,235	-9%	-$112K	0.02%	377
2025 Q4	$1.22M	Buy	13,653 +2,338	+21%	+$208K	0.02%	356
2025 Q3	$1.01M	Sell	11,315 -774	-6%	-$67.1K	0.01%	399
2025 Q2	$1.01M	Sell	12,089 -1,738	-13%	-$138K	0.02%	348
2025 Q1	$1.1M	Buy	13,827 +4,899	+55%	+$401K	0.02%	302
2024 Q4	$723K	Buy	8,928 +994	+13%	+$83.1K	0.01%	344
2024 Q3	$660K	Buy	7,934 +2,935	+59%	+$235K	0.01%	352
2024 Q2	$390K	Hold	4,999	–	–	0.01%	408
2024 Q1	$381K	Hold	4,999	–	–	0.01%	306
2023 Q4	$351K	Buy	+4,999	New	+$330K	0.01%	318

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citizens Financial Group's DGRW Position: Q2 2026 in Review

Citizens Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.2% in Q2 2026, selling an estimated $96.6K and leaving 11,395 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #427.

Citizens Financial Group first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Citizens Financial Group held 11,395 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.09M as of Q2 2026.
Citizens Financial Group sold 1,023 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $96.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #427 holding.
Citizens Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Citizens Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.22M in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.