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

Coastline 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 		$154K Sell
1,608
-116
-7% -$11K 0.01% 221
2026
Q1 		$151K Hold
1,724
– – 0.02% 216
2025
Q4 		$154K Buy
1,724
+105
+6% +$9.36K 0.01% 217
2025
Q3 		$144K Hold
1,619
– – 0.02% 208
2025
Q2 		$136K Buy
1,619
+588
+57% +$46.7K 0.02% 210
2025
Q1 		$82.3K Hold
1,031
– – 0.01% 240
2024
Q4 		$83.4K Buy
1,031
+233
+29% +$19.5K 0.01% 250
2024
Q3 		$66.4K Buy
+798
New +$63.9K 0.01% 271

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

Coastline Trust's DGRW Position: Q2 2026 in Review

Coastline Trust reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.7% in Q2 2026, selling an estimated $11K and leaving 1,608 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #221.

Coastline Trust first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $154K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Coastline Trust held 1,608 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $154K as of Q2 2026.
  • Coastline Trust sold 116 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $11K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Coastline Trust's portfolio in Q2 2026, its #221 holding.
  • Coastline Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
  • Coastline Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $154K 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 Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.