Corient Private Wealth
DGRW icon

Corient Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Corient Private Wealth’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 		$28.6M Buy
299,352
+225,643
+306% +$21.3M 0.04% 327
2026
Q1 		$6.24M Sell
73,709
-6,842
-8% -$622K 0.01% 779
2025
Q4 		$7.2M Sell
80,551
-3,487
-4% -$311K 0.01% 647
2025
Q3 		$7.48M Buy
84,038
+17,835
+27% +$1.55M 0.01% 585
2025
Q2 		$5.54M Buy
66,203
+7,096
+12% +$563K 0.01% 675
2025
Q1 		$4.72M Sell
59,107
-3,550
-6% -$291K 0.01% 701
2024
Q4 		$4.82M Sell
62,657
-3,866
-6% -$323K 0.01% 710
2024
Q3 		$5.54M Sell
66,523
-1,603
-2% -$128K 0.01% 720
2024
Q2 		$5.32M Buy
68,126
+2,778
+4% +$210K 0.01% 691
2024
Q1 		$4.98M Sell
65,348
-8,101
-11% -$591K 0.01% 707
2023
Q4 		$5.16M Buy
73,449
+10,882
+17% +$719K 0.01% 690
2023
Q3 		$3.97M Buy
62,567
+6,601
+12% +$439K 0.01% 689
2023
Q2 		$3.73M Buy
55,966
+5,963
+12% +$379K 0.01% 717
2023
Q1 		$3.12M Buy
50,003
+34,230
+217% +$2.1M 0.01% 715
2022
Q4 		$952K Buy
+15,773
New +$941K ﹤0.01% 931

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

Corient Private Wealth's DGRW Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 306% in Q2 2026, buying an estimated $21.3M and bringing the position to 299,352 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #327.

Corient Private Wealth first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 793 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Corient Private Wealth held 299,352 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $28.6M as of Q2 2026.
  • Corient Private Wealth bought 225,643 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $21.3M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #327 holding.
  • Corient Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 793 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.