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Claro Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Claro Advisors’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 		$541K Sell
5,659
-14
-0.2% -$1.32K 0.06% 257
2026
Q1 		$498K Buy
5,673
+551
+11% +$50.1K 0.06% 241
2025
Q4 		$458K Sell
5,122
-6,193
-55% -$552K 0.06% 239
2025
Q3 		$1.01M Buy
11,315
+7,507
+197% +$651K 0.15% 127
2025
Q2 		$319K Sell
3,808
-2,944
-44% -$234K 0.05% 280
2025
Q1 		$539K Buy
6,752
+16
+0.2% +$1.31K 0.07% 241
2024
Q4 		$545K Sell
6,736
-281
-4% -$23.5K 0.07% 239
2024
Q3 		$584K Sell
7,017
-3,294
-32% -$264K 0.08% 251
2024
Q2 		$805K Sell
10,311
-338
-3% -$25.5K 0.13% 168
2024
Q1 		$811K Sell
10,649
-3,185
-23% -$232K 0.14% 167
2023
Q4 		$972K Sell
13,834
-671
-5% -$44.3K 0.21% 105
2023
Q3 		$921K Sell
14,505
-2,022
-12% -$134K 0.23% 98
2023
Q2 		$1.1M Sell
16,527
-3,814
-19% -$242K 0.27% 84
2023
Q1 		$1.27M Sell
20,341
-15,524
-43% -$954K 0.37% 61
2022
Q4 		$2.16M Sell
35,865
-6,191
-15% -$369K 0.71% 29
2022
Q3 		$2.41M Hold
42,056
– – 0.96% 20
2022
Q2 		$2.41M Buy
+42,056
New +$2.55M 0.96% 20

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Claro Advisors's DGRW Position: Q2 2026 in Review

Claro Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.25% in Q2 2026, selling an estimated $1.32K and leaving 5,659 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #257.

Claro Advisors first reported a position in DGRW in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.41M in Q3 2022. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Claro Advisors held 5,659 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $541K as of Q2 2026.
  • Claro Advisors sold 14 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.32K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #257 holding.
  • Claro Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 17 quarters since.
  • Claro Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.41M in Q3 2022.
  • 792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.