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Empirical Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Empirical Asset Management’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 		$663K Buy
7,544
+1,078
+17% +$98K 0.17% 163
2025
Q4 		$578K Sell
6,466
-1,794
-22% -$160K 0.16% 173
2025
Q3 		$735K Buy
8,260
+694
+9% +$60.2K 0.2% 160
2025
Q2 		$634K Buy
7,566
+647
+9% +$51.3K 0.2% 160
2025
Q1 		$553K Sell
6,919
-4,469
-39% -$366K 0.19% 163
2024
Q4 		$368K Buy
11,388
+1,886
+20% +$158K 0.12% 203
2024
Q3 		$222K Buy
+9,502
New +$761K 0.08% 261

Other funds holding DGRW

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

Empirical Asset Management's DGRW Position: Q1 2026 in Review

Empirical Asset Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q1 2026, buying an estimated $98K and bringing the position to 7,544 shares worth $663K. The position accounts for 0.17% of the portfolio, ranked #163.

Empirical Asset Management first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $735K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Empirical Asset Management held 7,544 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $663K as of Q1 2026.
  • Empirical Asset Management bought 1,078 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $98K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of Empirical Asset Management's portfolio in Q1 2026, its #163 holding.
  • Empirical Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
  • Empirical Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $735K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.