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DGRW icon

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

Covestor’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 		$28K Sell
295
-242
-45% -$22.9K 0.02% 1052
2026
Q1 		$47K Buy
537
+180
+50% +$16.4K 0.03% 743
2025
Q4 		$32K Buy
357
+7
+2% +$624 0.02% 1067
2025
Q3 		$31K Sell
350
-91
-21% -$7.89K 0.02% 1108
2025
Q2 		$37K Buy
441
+60
+16% +$4.76K 0.02% 1016
2025
Q1 		$30K Buy
381
+160
+72% +$13.1K 0.02% 1038
2024
Q4 		$18K Buy
221
+62
+39% +$5.18K 0.01% 1243
2024
Q3 		$13K Buy
159
+20
+14% +$1.6K 0.01% 1385
2024
Q2 		$11K Buy
139
+27
+24% +$2.04K 0.01% 1458
2024
Q1 		$9K Buy
112
+46
+70% +$3.36K 0.01% 1643
2023
Q4 		$5K Sell
66
-78
-54% -$5.15K ﹤0.01% 1765
2023
Q3 		$9K Buy
144
+13
+10% +$864 0.01% 1476
2023
Q2 		$9K Sell
131
-9
-6% -$572 0.01% 1492
2023
Q1 		$9K Sell
140
-27
-16% -$1.66K 0.01% 1353
2022
Q4 		$10K Sell
167
-17
-9% -$1.01K 0.01% 1317
2022
Q3 		$10K Buy
184
+32
+21% +$1.89K 0.01% 1253
2022
Q2 		$9K Sell
152
-122
-45% -$7.39K 0.01% 1249
2022
Q1 		$17K Sell
274
-17
-6% -$1.07K 0.01% 1105
2021
Q4 		$19K Buy
+291
New +$18.3K 0.03% 867

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

Covestor's DGRW Position: Q2 2026 in Review

Covestor reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 45% in Q2 2026, selling an estimated $22.9K and leaving 295 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #1052.

Covestor first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $47K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Covestor held 295 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $28K as of Q2 2026.
  • Covestor sold 242 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Covestor's portfolio in Q2 2026, its #1052 holding.
  • Covestor first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Covestor's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $47K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.