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
Q1 		$6.24M Sell
73,709
-86,436
-54% -$7.86M 0.01% 779
2025
Q4 		$14.1M Buy
160,145
+76,107
+91% +$6.78M 0.01% 663
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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Corient Private Wealth's DGRW Position: Q1 2026 in Review

Corient Private Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 54% in Q1 2026, selling an estimated $7.86M and leaving 73,709 shares worth $6.24M. The position accounts for 0.01% of the portfolio, ranked #779.

Corient Private Wealth first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Corient Private Wealth held 73,709 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.24M as of Q1 2026.
  • Corient Private Wealth sold 86,436 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.86M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #779 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 14 quarters since.
  • Corient Private Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.1M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.