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D.J. St. Germain’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

D.J. St. Germain’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 		– Sell
-100
Closed -$8.94K – 919
2025
Q4 		$8.94K Sell
100
-100
-50% -$8.91K ﹤0.01% 679
2025
Q3 		$17.8K Buy
+200
New +$17.3K ﹤0.01% 588

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

D.J. St. Germain's DGRW Position: Q1 2026 in Review

D.J. St. Germain sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 100 shares — an estimated $8.94K sold.

D.J. St. Germain first reported a position in DGRW in Q3 2025 and held it in 2 quarters. The position peaked at $17.8K in Q3 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • D.J. St. Germain reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • D.J. St. Germain sold 100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $8.94K.
  • D.J. St. Germain first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and held it in 2 quarters.
  • D.J. St. Germain's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.8K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.