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

Edgemoor Investment 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
2025
Q1 		– Sell
-2,929
Closed -$237K – 165
2024
Q4 		$237K Hold
2,929
– – 0.02% 150
2024
Q3 		$244K Sell
2,929
-150
-5% -$12K 0.02% 154
2024
Q2 		$240K Sell
3,079
-425
-12% -$32.1K 0.02% 145
2024
Q1 		$267K Buy
+3,504
New +$256K 0.03% 141

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Edgemoor Investment Advisors's DGRW Position: Q1 2025 in Review

Edgemoor Investment Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 2,929 shares — an estimated $237K sold.

Edgemoor Investment Advisors first reported a position in DGRW in Q1 2024 and held it in 4 quarters. The position peaked at $267K in Q1 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

  • Edgemoor Investment Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 2,929 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $237K.
  • Edgemoor Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 4 quarters.
  • Edgemoor Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $267K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.