Cypress Capital Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cypress Capital 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	$207K	Buy	+2,165	New	+$205K	0.02%	304
2024 Q4	–	Sell	-2,627	Closed	-$219K	–	268
2024 Q3	$219K	Hold	2,627	–	–	0.02%	297
2024 Q2	$205K	Buy	+2,627	New	+$199K	0.02%	284

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

Cypress Capital Group's DGRW Position: Q2 2026 in Review

Cypress Capital Group opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,165 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Cypress Capital Group previously reported a position in DGRW as recently as Q3 2024.

Cypress Capital Group first reported a position in DGRW in Q2 2024 and has held it in 3 quarters since. The position peaked at $219K in Q3 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cypress Capital Group held 2,165 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $207K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Cypress Capital Group position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #304 holding.
Cypress Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 3 quarters since.
Cypress Capital Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $219K in Q3 2024.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.