Concurrent Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Concurrent Investment Advisors’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	$26.5M	Buy	276,849 +4,292	+2%	+$405K	0.23%	88
2026 Q1	$23.9M	Sell	272,557 -78,632	-22%	-$7.15M	0.26%	78
2025 Q4	$31.4M	Sell	351,189 -15,962	-4%	-$1.42M	0.36%	56
2025 Q3	$32.7M	Sell	367,151 -11,152	-3%	-$967K	0.56%	33
2025 Q2	$31.7M	Buy	378,303 +16,534	+5%	+$1.31M	0.61%	28
2025 Q1	$28.9M	Buy	361,769 +94,203	+35%	+$7.72M	0.7%	23
2024 Q4	$21.7M	Buy	267,566 +6,654	+3%	+$556K	0.58%	31
2024 Q3	$21.7M	Buy	260,912 +2,756	+1%	+$221K	0.64%	26
2024 Q2	$20.1M	Buy	258,156 +2,289	+0.9%	+$173K	0.66%	27
2024 Q1	$19.5M	Sell	255,867 -8,235	-3%	-$601K	0.79%	23
2023 Q4	$18.6M	Buy	+264,102	New	+$17.4M	0.88%	18

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's DGRW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q2 2026, buying an estimated $405K and bringing the position to 276,849 shares worth $26.5M. The position accounts for 0.23% of the portfolio, ranked #88.

Concurrent Investment Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.7M in Q3 2025. 791 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Concurrent Investment Advisors held 276,849 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $26.5M as of Q2 2026.
Concurrent Investment Advisors bought 4,292 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $405K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #88 holding.
Concurrent Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $32.7M in Q3 2025.
791 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.