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

Crestwood Advisors Group’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	$266K	Hold	2,777	–	–	﹤0.01%	730
2026 Q1	$244K	Buy	2,777 +419	+18%	+$38.1K	﹤0.01%	666
2025 Q4	$211K	Buy	+2,358	New	+$210K	﹤0.01%	648
2025 Q1	–	Sell	-3,642	Closed	-$295K	–	504
2024 Q4	$295K	Buy	3,642 +2	+0.1%	+$167	0.01%	390
2024 Q3	$303K	Sell	3,640 -541	-13%	-$43.3K	0.01%	366
2024 Q2	$326K	Buy	4,181 +3	+0.1%	+$227	0.01%	338
2024 Q1	$318K	Buy	4,178 +2	+0%	+$146	0.01%	339
2023 Q4	$293K	Buy	4,176 +4	+0.1%	+$264	0.01%	330
2023 Q3	$265K	Buy	4,172 +3	+0.1%	+$199	0.01%	309
2023 Q2	$278K	Sell	4,169 -46	-1%	-$2.92K	0.01%	219
2023 Q1	$263K	Buy	+4,215	New	+$259K	0.01%	232
2020 Q1	–	Sell	-5,750	Closed	-$279K	–	235
2019 Q4	$279K	Hold	5,750	–	–	0.01%	223
2019 Q3	$259K	Buy	+5,750	New	+$254K	0.01%	216

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

Crestwood Advisors Group's DGRW Position: Q2 2026 in Review

Crestwood Advisors Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,777 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Crestwood Advisors Group first reported a position in DGRW in Q3 2019 and has held it in 13 quarters since. The position peaked at $326K in Q2 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Crestwood Advisors Group held 2,777 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $266K as of Q2 2026.
Crestwood Advisors Group left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #730 holding.
Crestwood Advisors Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 13 quarters since.
Crestwood Advisors Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $326K in Q2 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.