Envestnet Asset Management
DGRW icon

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

Envestnet 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 		$188M Sell
1,966,718
-190,531
-9% -$18M 0.04% 377
2026
Q1 		$189M Sell
2,157,249
-192,302
-8% -$17.5M 0.05% 344
2025
Q4 		$210M Buy
2,349,551
+69,221
+3% +$6.17M 0.06% 289
2025
Q3 		$203M Buy
2,280,330
+153,582
+7% +$13.3M 0.06% 314
2025
Q2 		$178M Buy
2,126,748
+585,942
+38% +$46.5M 0.05% 336
2025
Q1 		$123M Buy
1,540,806
+255,539
+20% +$20.9M 0.04% 403
2024
Q4 		$104M Buy
1,285,267
+164,082
+15% +$13.7M 0.03% 452
2024
Q3 		$93.3M Buy
1,121,185
+228,924
+26% +$18.3M 0.03% 493
2024
Q2 		$69.6M Buy
892,261
+110,984
+14% +$8.39M 0.02% 545
2024
Q1 		$59.5M Buy
781,277
+100,574
+15% +$7.34M 0.02% 600
2023
Q4 		$47.8M Sell
680,703
-22,225
-3% -$1.47M 0.02% 628
2023
Q3 		$44.6M Buy
702,928
+12,166
+2% +$808K 0.02% 611
2023
Q2 		$46M Buy
690,762
+281,722
+69% +$17.9M 0.02% 561
2023
Q1 		$25.5M Sell
409,040
-212,389
-34% -$13.1M 0.01% 763
2022
Q4 		$37.5M Buy
621,429
+163,235
+36% +$9.74M 0.02% 563
2022
Q3 		$24.7M Sell
458,194
-5,566
-1% -$329K 0.01% 681
2022
Q2 		$26.6M Sell
463,760
-8,202,940
-95% -$497M 0.01% 656
2022
Q1 		$552M Buy
8,666,700
+78,469
+0.9% +$4.95M 0.28% 67
2021
Q4 		$566M Sell
8,588,231
-54,777
-0.6% -$3.44M 0.28% 68
2021
Q3 		$509M Buy
8,643,008
+679,746
+9% +$41.6M 0.28% 67
2021
Q2 		$475M Buy
7,963,262
+608,441
+8% +$35.9M 0.27% 68
2021
Q1 		$421M Sell
7,354,821
-243,539
-3% -$13.4M 0.27% 70
2020
Q4 		$410M Buy
7,598,360
+248,270
+3% +$12.9M 0.31% 58
2020
Q3 		$364M Buy
7,350,090
+6,790,589
+1,214% +$330M 0.32% 57
2020
Q2 		$25.5M Sell
559,501
-249,650
-31% -$10.8M 0.02% 454
2020
Q1 		$31.5M Buy
809,151
+114,078
+16% +$5.18M 0.04% 326
2019
Q4 		$33.7M Buy
695,073
+474,848
+216% +$22.2M 0.04% 356
2019
Q3 		$9.93M Buy
220,225
+4,192
+2% +$185K 0.01% 749
2019
Q2 		$9.43M Buy
216,033
+50,761
+31% +$2.2M 0.01% 754
2019
Q1 		$7.12M Sell
165,272
-202,821
-55% -$8.37M 0.01% 838
2018
Q4 		$14.1M Buy
368,093
+347,811
+1,715% +$14.4M 0.02% 477
2018
Q3 		$899K Buy
+20,282
New +$877K ﹤0.01% 768
2015
Q1 		– Sell
-840
Closed -$26K – 2114
2014
Q4 		$26K Buy
+840
New +$25.3K ﹤0.01% 1651

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q2 2026, selling an estimated $18M and leaving 1,966,718 shares worth $188M. The position accounts for 0.04% of the portfolio, ranked #377.

Envestnet Asset Management first reported a position in DGRW in Q4 2014 and has held it in 33 quarters since. The position peaked at $566M in Q4 2021. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Envestnet Asset Management held 1,966,718 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $188M as of Q2 2026.
  • Envestnet Asset Management sold 190,531 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $18M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #377 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2014 and has held it in 33 quarters since.
  • Envestnet Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $566M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.