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DGRW icon

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
Q3 		$134K Sell
1,375
-233
-14% -$22.8K 0.01% 205
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Coastline Trust's DGRW Position: Q3 2026 in Review

Coastline Trust reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q3 2026, selling an estimated $22.8K and leaving 1,375 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #205.

Coastline Trust first reported a position in DGRW in Q3 2024 and has held it in 9 quarters since. The position peaked at $154K in Q4 2025. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Coastline Trust held 1,375 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $134K as of Q3 2026.
  • Coastline Trust sold 233 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $22.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #205 holding.
  • Coastline Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $154K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.