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Connable Office Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Connable Office Inc’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 		$50.7M Buy
530,321
+8,282
+2% +$782K 4.46% 6
2026
Q1 		$45.9M Buy
522,039
+58,981
+13% +$5.36M 4.51% 6
2025
Q4 		$41.4M Buy
463,058
+26,752
+6% +$2.38M 3.8% 6
2025
Q3 		$38.8M Buy
436,306
+123,663
+40% +$10.7M 3.6% 7
2025
Q2 		$26.2M Buy
312,643
+34,557
+12% +$2.74M 2.59% 9
2025
Q1 		$22.2M Buy
278,086
+63,556
+30% +$5.21M 2.36% 10
2024
Q4 		$17.4M Sell
214,530
-573
-0.3% -$47.9K 1.8% 12
2024
Q3 		$17.9M Buy
215,103
+8,556
+4% +$685K 1.8% 12
2024
Q2 		$16.1M Buy
206,547
+51,722
+33% +$3.91M 1.73% 12
2024
Q1 		$11.8M Sell
154,825
-210
-0.1% -$15.3K 1.34% 15
2023
Q4 		$10.9M Buy
155,035
+76,900
+98% +$5.08M 1.32% 16
2023
Q3 		$4.96M Buy
78,135
+804
+1% +$53.4K 0.68% 23
2023
Q2 		$5.15M Buy
+77,331
New +$4.91M 0.71% 24

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

Connable Office Inc's DGRW Position: Q2 2026 in Review

Connable Office Inc increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q2 2026, buying an estimated $782K and bringing the position to 530,321 shares worth $50.7M. The position accounts for 4.46% of the portfolio, ranked #6.

Connable Office Inc first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Connable Office Inc held 530,321 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $50.7M as of Q2 2026.
  • Connable Office Inc bought 8,282 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $782K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 4.46% of Connable Office Inc's portfolio in Q2 2026, its #6 holding.
  • Connable Office Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Connable Office Inc's 13F filing for Q2 2026, filed 3 Aug 2026.