Clearstead Advisors’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 | $572K | Hold |
5,983
| – | – | 0.01% | 712 |
|
|
2026
Q1 | $526K | Hold |
5,983
| – | – | ﹤0.01% | 700 |
|
|
2025
Q4 | $535K | Sell |
5,983
-210
| -3% | -$18.7K | 0.01% | 639 |
|
|
2025
Q3 | $551K | Sell |
6,193
-15
| -0.2% | -$1.3K | 0.01% | 603 |
|
|
2025
Q2 | $520K | Buy |
6,208
+1,160
| +23% | +$92K | 0.01% | 606 |
|
|
2025
Q1 | $403K | Hold |
5,048
| – | – | 0.01% | 632 |
|
|
2024
Q4 | $409K | Hold |
5,048
| – | – | 0.01% | 631 |
|
|
2024
Q3 | $420K | Hold |
5,048
| – | – | 0.01% | 613 |
|
|
2024
Q2 | $394K | Buy |
5,048
+2,631
| +109% | +$199K | 0.01% | 597 |
|
|
2024
Q1 | $183K | Hold |
2,417
| – | – | 0.01% | 485 |
|
|
2023
Q4 | $170K | Hold |
2,417
| – | – | 0.01% | 481 |
|
|
2023
Q3 | $153K | Sell |
2,417
-227
| -9% | -$15.1K | 0.01% | 465 |
|
|
2023
Q2 | $176K | Hold |
2,644
| – | – | 0.01% | 449 |
|
|
2023
Q1 | $165K | Hold |
2,644
| – | – | 0.01% | 419 |
|
|
2022
Q4 | $160K | Sell |
2,644
-34
| -1% | -$2.03K | 0.01% | 411 |
|
|
2022
Q3 | $144K | Hold |
2,678
| – | – | 0.01% | 410 |
|
|
2022
Q2 | $153K | Hold |
2,678
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $171K | Hold |
2,678
| – | – | 0.01% | 430 |
|
|
2021
Q4 | $176K | Hold |
2,678
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $158K | Hold |
2,678
| – | – | 0.01% | 406 |
|
|
2021
Q2 | $160K | Hold |
2,678
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $153K | Hold |
2,678
| – | – | 0.01% | 365 |
|
|
2020
Q4 | $145K | Sell |
2,678
-8,752
| -77% | -$453K | 0.01% | 357 |
|
|
2020
Q3 | $567K | Sell |
11,430
-17,137
| -60% | -$832K | 0.06% | 169 |
|
|
2020
Q2 | $1.3M | Sell |
28,567
-8,505
| -23% | -$368K | 0.15% | 110 |
|
|
2020
Q1 | $1.44M | Buy |
37,072
+1,265
| +4% | +$57.5K | 0.21% | 94 |
|
|
2019
Q4 | $1.74M | Buy |
35,807
+7,316
| +26% | +$341K | 0.21% | 94 |
|
|
2019
Q3 | $1.28M | Buy |
28,491
+3,121
| +12% | +$138K | 0.17% | 100 |
|
|
2019
Q2 | $1.11M | Buy |
25,370
+3,141
| +14% | +$136K | 0.15% | 113 |
|
|
2019
Q1 | $957K | Sell |
22,229
-2,370
| -10% | -$97.8K | 0.13% | 118 |
|
|
2018
Q4 | $943K | Sell |
24,599
-15,639
| -39% | -$646K | 0.15% | 115 |
|
|
2018
Q3 | $1.78M | Sell |
40,238
-47,415
| -54% | -$2.05M | 0.24% | 73 |
|
|
2018
Q2 | $3.6M | Sell |
87,653
-3,639
| -4% | -$149K | 0.51% | 44 |
|
|
2018
Q1 | $3.69M | Buy |
91,292
+45,771
| +101% | +$1.92M | 0.53% | 43 |
|
|
2017
Q4 | $1.89M | Buy |
45,521
+10,309
| +29% | +$411K | 0.26% | 69 |
|
|
2017
Q3 | $1.34M | Buy |
35,212
+2,964
| +9% | +$111K | 0.18% | 100 |
|
|
2017
Q2 | $1.19M | Buy |
32,248
+2,889
| +10% | +$105K | 0.17% | 96 |
|
|
2017
Q1 | $1.04M | Buy |
29,359
+18,506
| +171% | +$643K | 0.15% | 97 |
|
|
2016
Q4 | $361K | Buy |
+10,853
| New | +$353K | 0.06% | 154 |
|
Other funds holding DGRW
HC
Clearstead Advisors's DGRW Position: Q2 2026 in Review
Clearstead Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 5,983 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #712.
Clearstead Advisors first reported a position in DGRW in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.69M in Q1 2018. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.
- Clearstead Advisors held 5,983 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $572K as of Q2 2026.
- Clearstead Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
- WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #712 holding.
- Clearstead Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.69M in Q1 2018.
- 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.