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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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 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. 140 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.
  • 140 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.