Curi RMB Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Buy |
193,059
+350
| +0.2% | +$31.8K | 0.3% | 89 |
|
|
2025
Q4 | $17.2M | Sell |
192,709
-5,939
| -3% | -$529K | 0.3% | 86 |
|
|
2025
Q3 | $17.7M | Sell |
198,648
-4,927
| -2% | -$427K | 0.32% | 81 |
|
|
2025
Q2 | $17M | Buy |
203,575
+18,983
| +10% | +$1.51M | 0.32% | 82 |
|
|
2025
Q1 | $14.7M | Sell |
184,592
-23,683
| -11% | -$1.94M | 0.36% | 84 |
|
|
2024
Q4 | $16.9M | Sell |
208,275
-2,840
| -1% | -$237K | 0.39% | 72 |
|
|
2024
Q3 | $17.6M | Sell |
211,115
-567
| -0.3% | -$45.4K | 0.4% | 71 |
|
|
2024
Q2 | $16.5M | Sell |
211,682
-1,070
| -0.5% | -$80.9K | 0.4% | 71 |
|
|
2024
Q1 | $16.2M | Sell |
212,752
-479
| -0.2% | -$34.9K | 0.37% | 81 |
|
|
2023
Q4 | $15M | Sell |
213,231
-9,979
| -4% | -$659K | 0.46% | 67 |
|
|
2023
Q3 | $14.2M | Sell |
223,210
-469
| -0.2% | -$31.2K | 0.48% | 66 |
|
|
2023
Q2 | $14.9M | Sell |
223,679
-10,879
| -5% | -$691K | 0.49% | 63 |
|
|
2023
Q1 | $14.6M | Sell |
234,558
-3,711
| -2% | -$228K | 0.51% | 63 |
|
|
2022
Q4 | $14.4M | Sell |
238,269
-12,045
| -5% | -$719K | 0.51% | 64 |
|
|
2022
Q3 | $13.5M | Sell |
250,314
-11,878
| -5% | -$702K | 0.5% | 67 |
|
|
2022
Q2 | $15M | Buy |
262,192
+8,325
| +3% | +$505K | 0.52% | 63 |
|
|
2022
Q1 | $16.2M | Buy |
253,867
+11,008
| +5% | +$695K | 0.51% | 62 |
|
|
2021
Q4 | $16M | Buy |
242,859
+5,154
| +2% | +$324K | 0.48% | 62 |
|
|
2021
Q3 | $14M | Sell |
237,705
-4,093
| -2% | -$251K | 0.46% | 63 |
|
|
2021
Q2 | $14.4M | Sell |
241,798
-15,273
| -6% | -$902K | 0.48% | 61 |
|
|
2021
Q1 | $14.7M | Buy |
257,071
+3,584
| +1% | +$197K | 0.54% | 58 |
|
|
2020
Q4 | $13.7M | Sell |
253,487
-196
| -0.1% | -$10.1K | 0.5% | 55 |
|
|
2020
Q3 | $12.6M | Sell |
253,683
-8,963
| -3% | -$435K | 0.54% | 51 |
|
|
2020
Q2 | $11.9M | Sell |
262,646
-33,358
| -11% | -$1.44M | 0.53% | 48 |
|
|
2020
Q1 | $11.5M | Sell |
296,004
-25,271
| -8% | -$1.15M | 0.55% | 46 |
|
|
2019
Q4 | $15.6M | Sell |
321,275
-19,345
| -6% | -$903K | 0.43% | 58 |
|
|
2019
Q3 | $15.4M | Sell |
340,620
-14,503
| -4% | -$642K | 0.4% | 58 |
|
|
2019
Q2 | $15.5M | Sell |
355,123
-24,336
| -6% | -$1.05M | 0.39% | 64 |
|
|
2019
Q1 | $16.3M | Buy |
379,459
+10,465
| +3% | +$432K | 0.41% | 57 |
|
|
2018
Q4 | $14.1M | Buy |
368,994
+11,951
| +3% | +$494K | 0.36% | 73 |
|
|
2018
Q3 | $15.8M | Sell |
357,043
-1,289
| -0.4% | -$55.7K | 0.38% | 86 |
|
|
2018
Q2 | $14.7M | Sell |
358,332
-2,714
| -0.8% | -$111K | 0.35% | 80 |
|
|
2018
Q1 | $14.6M | Buy |
361,046
+87,622
| +32% | +$3.68M | 0.37% | 81 |
|
|
2017
Q4 | $11.3M | Buy |
+273,424
| New | +$10.9M | 0.29% | 92 |
|
Other funds holding DGRW
HC
Curi RMB Capital's DGRW Position: Q1 2026 in Review
Curi RMB Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.18% in Q1 2026, buying an estimated $31.8K and bringing the position to 193,059 shares worth $17M. The position accounts for 0.3% of the portfolio, ranked #89.
Curi RMB Capital first reported a position in DGRW in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.7M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.
- Curi RMB Capital held 193,059 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $17M as of Q1 2026.
- Curi RMB Capital bought 350 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $31.8K.
- WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.3% of Curi RMB Capital's portfolio in Q1 2026, its #89 holding.
- Curi RMB Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 34 quarters since.
- Curi RMB Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.7M in Q3 2025.
- 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.