DS
DGRW icon

David Shaw’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

David Shaw’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 		$390K Buy
+4,081
New +$386K ﹤0.01% 4290
2025
Q2 		– Sell
-7,904
Closed -$631K – 4423
2025
Q1 		$631K Buy
+7,904
New +$648K ﹤0.01% 3360

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

David Shaw's DGRW Position: Q2 2026 in Review

David Shaw opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 4,081 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #4290 among its holdings. This is a return to the name: David Shaw previously reported a position in DGRW as recently as Q1 2025.

David Shaw first reported a position in DGRW in Q1 2025 and has held it in 2 quarters since. The position peaked at $631K in Q1 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • David Shaw held 4,081 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $390K as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new David Shaw position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4290 holding.
  • David Shaw first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 2 quarters since.
  • David Shaw's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $631K in Q1 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.