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

Crewe 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
Q2 		$3.44K Hold
36
– – ﹤0.01% 934
2026
Q1 		$3.16K Sell
36
-18
-33% -$1.64K ﹤0.01% 850
2025
Q4 		$4.83K Sell
54
-36
-40% -$3.21K ﹤0.01% 733
2025
Q3 		$8.01K Hold
90
– – ﹤0.01% 672
2025
Q2 		$7.54K Hold
90
– – ﹤0.01% 491
2025
Q1 		$7.19K Sell
90
-371
-80% -$30.4K ﹤0.01% 448
2024
Q4 		$37.3K Buy
461
+325
+239% +$27.2K 0.01% 303
2024
Q3 		$11.3K Sell
136
-50
-27% -$4K ﹤0.01% 475
2024
Q2 		$14.5K Sell
186
-6
-3% -$453 ﹤0.01% 612
2024
Q1 		$14.6K Buy
+192
New +$14K ﹤0.01% 548

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

Crewe Advisors's DGRW Position: Q2 2026 in Review

Crewe Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 36 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Crewe Advisors first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.3K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Crewe Advisors held 36 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.44K as of Q2 2026.
  • Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #934 holding.
  • Crewe Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
  • Crewe Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $37.3K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.