CoreCap Advisors
DGRW icon

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
Q3 		$1.6M Buy
16,467
+78
+0.5% +$7.64K 0.05% 284
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

CoreCap Advisors's DGRW Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.48% in Q3 2026, buying an estimated $7.64K and bringing the position to 16,467 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #284.

CoreCap Advisors first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 208 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • CoreCap Advisors held 16,467 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.6M as of Q3 2026.
  • CoreCap Advisors bought 78 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $7.64K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #284 holding.
  • CoreCap Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 208 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.