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

Cordatus 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	Hold	5,822	–	–	0.12%	113
2025 Q4	$521K	Hold	5,822	–	–	0.12%	118
2025 Q3	$518K	Hold	5,822	–	–	0.12%	118
2025 Q2	$488K	Buy	+5,822	New	+$462K	0.12%	120

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Cordatus Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 5,822 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #113.

Cordatus Wealth Management first reported a position in DGRW in Q2 2025 and has held it in 4 quarters since. The position peaked at $521K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Cordatus Wealth Management held 5,822 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $511K as of Q1 2026.
Cordatus Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Cordatus Wealth Management's portfolio in Q1 2026, its #113 holding.
Cordatus Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 4 quarters since.
Cordatus Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $521K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.