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

Clarus 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 Q1	$420K	Sell	4,787 -19	-0.4%	-$1.73K	0.15%	63
2025 Q4	$430K	Hold	4,806	–	–	0.15%	62
2025 Q3	$428K	Hold	4,806	–	–	0.15%	65
2025 Q2	$402K	Hold	4,806	–	–	0.15%	63
2025 Q1	$384K	Sell	4,806 -20	-0.4%	-$1.64K	0.15%	64
2024 Q4	$391K	Sell	4,826 -11	-0.2%	-$920	0.14%	67
2024 Q3	$402K	Sell	4,837 -19	-0.4%	-$1.52K	0.17%	64
2024 Q2	$379K	Hold	4,856	–	–	0.17%	73
2024 Q1	$370K	Buy	+4,856	New	+$354K	0.26%	66

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

Clarus Group's DGRW Position: Q1 2026 in Review

Clarus Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.4% in Q1 2026, selling an estimated $1.73K and leaving 4,787 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #63.

Clarus Group first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $430K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Clarus Group held 4,787 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $420K as of Q1 2026.
Clarus Group sold 19 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.73K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Clarus Group's portfolio in Q1 2026, its #63 holding.
Clarus Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Clarus Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $430K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.