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 Q2	$681K	Sell	7,121 -423	-6%	-$40K	0.15%	171
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 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 $2.02B AUM

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

Empirical Asset Management's DGRW Position: Q2 2026 in Review

Empirical Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.6% in Q2 2026, selling an estimated $40K and leaving 7,121 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #171.

Empirical Asset Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Empirical Asset Management held 7,121 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $681K as of Q2 2026.
Empirical Asset Management sold 423 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $40K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Empirical Asset Management's portfolio in Q2 2026, its #171 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 8 quarters since.
Empirical Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $735K in Q3 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.