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

Cresset 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
2026
Q2 		$2.77M Buy
28,943
+2,223
+8% +$210K 0.01% 572
2026
Q1 		$2.35M Sell
26,720
-333
-1% -$30.3K 0.01% 524
2025
Q4 		$2.42M Buy
27,053
+645
+2% +$57.5K 0.01% 516
2025
Q3 		$2.35M Buy
26,408
+53
+0.2% +$4.6K 0.01% 483
2025
Q2 		$2.21M Sell
26,355
-4,705
-15% -$373K 0.01% 473
2025
Q1 		$2.48M Buy
31,060
+2,013
+7% +$165K 0.01% 477
2024
Q4 		$2.35M Buy
29,047
+4
+0% +$334 0.01% 501
2024
Q3 		$2.42M Buy
29,043
+10
+0% +$801 0.01% 710
2024
Q2 		$2.27M Sell
29,033
-173
-0.6% -$13.1K 0.01% 667
2024
Q1 		$2.23M Sell
29,206
-2,266
-7% -$165K 0.01% 598
2023
Q4 		$2.21M Sell
31,472
-24
-0.1% -$1.58K 0.01% 548
2023
Q3 		$2M Sell
31,496
-739
-2% -$49.1K 0.01% 558
2023
Q2 		$2.15M Buy
32,235
+4,153
+15% +$264K ﹤0.01% 633
2023
Q1 		$1.75M Buy
28,082
+7
+0% +$430 0.04% 247
2022
Q4 		$1.69M Sell
28,075
-6
-0% -$358 0.02% 221
2022
Q3 		$1.51M Buy
28,081
+11
+0% +$651 0.02% 262
2022
Q2 		$1.61M Buy
28,070
+60
+0.2% +$3.64K 0.02% 263
2022
Q1 		$1.78M Buy
28,010
+6
+0% +$379 0.02% 267
2021
Q4 		$1.84M Buy
28,004
+9
+0% +$565 0.02% 314
2021
Q3 		$1.65M Buy
27,995
+9
+0% +$551 0.02% 263
2021
Q2 		$1.67M Sell
27,986
-11
-0% -$650 0.02% 240
2021
Q1 		$1.6M Buy
27,997
+7
+0% +$384 0.03% 207
2020
Q4 		$1.51M Buy
+27,990
New +$1.45M 0.02% 187
2019
Q2 		– Sell
-975
Closed -$42K – 775
2019
Q1 		$42K Hold
975
– – ﹤0.01% 832
2018
Q4 		$37K Buy
+975
New +$40.3K ﹤0.01% 577

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

Cresset Asset Management's DGRW Position: Q2 2026 in Review

Cresset Asset Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.3% in Q2 2026, buying an estimated $210K and bringing the position to 28,943 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #572.

Cresset Asset Management first reported a position in DGRW in Q4 2018 and has held it in 25 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Cresset Asset Management held 28,943 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.77M as of Q2 2026.
  • Cresset Asset Management bought 2,223 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $210K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #572 holding.
  • Cresset Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 25 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.