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

Cresta Advisors’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 		$21.2M Buy
241,906
+16,644
+7% +$1.51M 8.7% 3
2025
Q4 		$20.1M Sell
225,262
-5,962
-3% -$531K 8.45% 3
2025
Q3 		$20.6M Buy
231,224
+3,368
+1% +$292K 9.18% 3
2025
Q2 		$19.1M Buy
227,856
+10,822
+5% +$859K 9.3% 3
2025
Q1 		$17.3M Buy
217,034
+40,609
+23% +$3.33M 8.98% 3
2024
Q4 		$14.7M Hold
176,425
– – 7.68% 5
2024
Q3 		$14.7M Buy
176,425
+9,307
+6% +$745K 7.68% 5
2024
Q2 		$13M Sell
167,118
-941
-0.6% -$71.1K 7.73% 4
2024
Q1 		$12.8M Buy
168,059
+6,627
+4% +$483K 8.12% 4
2023
Q4 		$11.3M Buy
161,432
+7,695
+5% +$508K 7.57% 4
2023
Q3 		$9.76M Buy
153,737
+43,387
+39% +$2.88M 7.56% 4
2023
Q2 		$7.36M Buy
+110,350
New +$7.01M 5.72% 4

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

Cresta Advisors's DGRW Position: Q1 2026 in Review

Cresta Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.4% in Q1 2026, buying an estimated $1.51M and bringing the position to 241,906 shares worth $21.2M. The position accounts for 8.7% of the portfolio, ranked #3.

Cresta Advisors first reported a position in DGRW in Q2 2023 and has held it in 12 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Cresta Advisors held 241,906 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.2M as of Q1 2026.
  • Cresta Advisors bought 16,644 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.51M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 8.7% of Cresta Advisors's portfolio in Q1 2026, its #3 holding.
  • Cresta Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.