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
2026 Q2	$210K	Buy	+2,200	New	+$208K	0.01%	182
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

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 $1.78B AUM 13.07% 1-Year Est. Return

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

Edgemoor Investment Advisors's DGRW Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,200 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in DGRW as recently as Q4 2024.

Edgemoor Investment Advisors first reported a position in DGRW in Q1 2024 and has held it in 5 quarters since. The position peaked at $267K in Q1 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Edgemoor Investment Advisors held 2,200 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $210K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Edgemoor Investment Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #182 holding.
Edgemoor Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 5 quarters since.
Edgemoor Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $267K in Q1 2024.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.