Creekmur Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Creekmur Asset Management’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
2025 Q3	$2.05M	Hold	22,989	–	–	0.34%	40
2025 Q2	$1.93M	Hold	22,989	–	–	0.34%	40
2025 Q1	$1.84M	Hold	22,989	–	–	0.38%	26
2024 Q4	$1.86M	Hold	22,989	–	–	0.43%	28
2024 Q3	$1.91M	Buy	22,989 +346	+2%	+$27.7K	0.45%	33
2024 Q2	$1.77M	Sell	22,643 -120	-0.5%	-$9.07K	0.46%	30
2024 Q1	$1.73M	Sell	22,763 -449	-2%	-$32.8K	0.59%	26
2023 Q4	$1.63M	Buy	+23,212	New	+$1.53M	0.51%	29

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creekmur Asset Management's DGRW Position: Q3 2025 in Review

Creekmur Asset Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2025 at 22,989 shares worth $2.05M. The position accounts for 0.34% of the portfolio, ranked #40.

Creekmur Asset Management first reported a position in DGRW in Q4 2023 and has held it in 8 quarters since. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Creekmur Asset Management held 22,989 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.05M as of Q3 2025.
Creekmur Asset Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.34% of Creekmur Asset Management's portfolio in Q3 2025, its #40 holding.
Creekmur Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 8 quarters since.
725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.