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

CoreCap 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 		$1.57M Sell
16,389
-492
-3% -$46.5K 0.05% 291
2026
Q1 		$1.48M Buy
16,881
+311
+2% +$28.3K 0.05% 289
2025
Q4 		$1.48M Buy
16,570
+369
+2% +$32.9K 0.05% 301
2025
Q3 		$1.44M Buy
16,201
+52
+0.3% +$4.51K 0.05% 295
2025
Q2 		$1.35M Buy
16,149
+2,431
+18% +$193K 0.05% 284
2025
Q1 		$1.1M Buy
13,718
+2,534
+23% +$208K 0.05% 309
2024
Q4 		$905K Sell
11,184
-380
-3% -$31.8K 0.04% 344
2024
Q3 		$962K Buy
11,564
+616
+6% +$49.3K 0.05% 325
2024
Q2 		$854K Sell
10,948
-219
-2% -$16.6K 0.09% 176
2024
Q1 		$851K Buy
11,167
+2,028
+22% +$148K 0.05% 316
2023
Q4 		$642K Sell
9,139
-3,285
-26% -$217K 0.04% 304
2023
Q3 		$789K Sell
12,424
-880
-7% -$58.5K 0.06% 262
2023
Q2 		$887K Buy
+13,304
New +$845K 0.06% 261
2022
Q4 		$558K Sell
9,236
-3,757
-29% -$224K 0.04% 332
2022
Q3 		$701K Buy
12,993
+2,904
+29% +$172K 0.06% 266
2022
Q2 		$578K Sell
10,089
-2,070
-17% -$125K 0.05% 295
2022
Q1 		$774K Sell
12,159
-293
-2% -$18.5K 0.05% 274
2021
Q4 		$820K Buy
+12,452
New +$782K 0.05% 268

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

CoreCap Advisors's DGRW Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.9% in Q2 2026, selling an estimated $46.5K and leaving 16,389 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #291.

CoreCap Advisors first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • CoreCap Advisors held 16,389 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.57M as of Q2 2026.
  • CoreCap Advisors sold 492 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $46.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #291 holding.
  • CoreCap Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.