CWM
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Collaborative Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Collaborative Wealth Management’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 		$511K Sell
5,818
-3,103
-35% -$282K 0.23% 69
2025
Q4 		$798K Sell
8,921
-1,306
-13% -$116K 0.28% 78
2025
Q3 		$910K Sell
10,227
-195
-2% -$16.9K 0.37% 60
2025
Q2 		$873K Sell
10,422
-165
-2% -$13.1K 0.38% 57
2025
Q1 		$845K Sell
10,587
-382
-3% -$31.3K 0.4% 52
2024
Q4 		$888K Sell
10,969
-173
-2% -$14.5K 0.4% 50
2024
Q3 		$927K Sell
11,142
-170
-2% -$13.6K 0.42% 52
2024
Q2 		$883K Sell
11,312
-329
-3% -$24.9K 0.43% 54
2024
Q1 		$887K Sell
11,641
-793
-6% -$57.9K 0.44% 55
2023
Q4 		$874K Sell
12,434
-797
-6% -$52.6K 0.47% 54
2023
Q3 		$840K Sell
13,231
-2,370
-15% -$157K 0.5% 48
2023
Q2 		$1.04M Sell
15,601
-386
-2% -$24.5K 0.62% 39
2023
Q1 		$997K Sell
15,987
-4,001
-20% -$246K 0.63% 39
2022
Q4 		$1.21M Sell
19,988
-234
-1% -$14K 0.79% 41
2022
Q3 		$1.09M Sell
20,222
-2,452
-11% -$145K 0.77% 40
2022
Q2 		$1.3M Buy
+22,674
New +$1.37M 0.85% 36
2021
Q4 		$1.49M Buy
+22,677
New +$1.42M 0.82% 32
2021
Q1 		$1.48M Buy
+23,295
New +$1.28M 0.86% 33

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Collaborative Wealth Management's DGRW Position: Q1 2026 in Review

Collaborative Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 35% in Q1 2026, selling an estimated $282K and leaving 5,818 shares worth $511K. The position accounts for 0.23% of the portfolio, ranked #69.

Collaborative Wealth Management first reported a position in DGRW in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2021. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Collaborative Wealth Management held 5,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $511K as of Q1 2026.
  • Collaborative Wealth Management sold 3,103 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $282K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Collaborative Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Collaborative Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.49M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.