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

Clearstead Trust’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 		$121K Hold
1,266
– – 0.02% 234
2026
Q1 		$111K Hold
1,266
– – 0.02% 235
2025
Q4 		$113K Sell
1,266
-1
-0.1% -$89 0.02% 239
2025
Q3 		$113K Hold
1,267
– – 0.02% 233
2025
Q2 		$106K Buy
+1,267
New +$101K 0.02% 233

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

Clearstead Trust's DGRW Position: Q2 2026 in Review

Clearstead Trust held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,266 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #234.

Clearstead Trust first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Clearstead Trust held 1,266 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $121K as of Q2 2026.
  • Clearstead Trust 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 0.02% of Clearstead Trust's portfolio in Q2 2026, its #234 holding.
  • Clearstead Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.