Element Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Element Wealth’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	$932K	Buy	10,615 +791	+8%	+$71.9K	0.38%	66
2025 Q4	$879K	Buy	9,824 +2,519	+34%	+$225K	0.36%	70
2025 Q3	$650K	Buy	7,305 +2,258	+45%	+$196K	0.28%	80
2025 Q2	$423K	Buy	5,047 +1,706	+51%	+$135K	0.19%	101
2025 Q1	$267K	Buy	3,341 +405	+14%	+$33.2K	0.14%	126
2024 Q4	$238K	Sell	2,936 -122	-4%	-$10.2K	0.12%	128
2024 Q3	$254K	Hold	3,058	–	–	0.13%	123
2024 Q2	$239K	Buy	3,058 +454	+17%	+$34.3K	0.13%	123
2024 Q1	$198K	Buy	2,604 +2,301	+759%	+$168K	0.12%	140
2023 Q4	$21.3K	Buy	+303	New	+$20K	0.01%	199

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Element Wealth's DGRW Position: Q1 2026 in Review

Element Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.1% in Q1 2026, buying an estimated $71.9K and bringing the position to 10,615 shares worth $932K. The position accounts for 0.38% of the portfolio, ranked #66.

Element Wealth first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Element Wealth held 10,615 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $932K as of Q1 2026.
Element Wealth bought 791 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $71.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.38% of Element Wealth's portfolio in Q1 2026, its #66 holding.
Element Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.