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

EP Wealth 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 		$3.25M Buy
33,957
+1,718
+5% +$162K 0.01% 473
2026
Q1 		$2.83M Buy
32,239
+513
+2% +$46.6K 0.01% 406
2025
Q4 		$2.84M Buy
+31,726
New +$2.83M 0.01% 373
2025
Q2 		$2.26M Buy
27,039
+20,746
+330% +$1.65M 0.01% 389
2025
Q1 		$503K Hold
6,293
– – ﹤0.01% 706
2024
Q4 		$509K Hold
6,293
– – ﹤0.01% 690
2024
Q3 		$524K Buy
6,293
+542
+9% +$43.4K ﹤0.01% 678
2024
Q2 		$449K Hold
5,751
– – ﹤0.01% 560
2024
Q1 		$438K Hold
5,751
– – 0.01% 543
2023
Q4 		$404K Buy
5,751
+301
+6% +$19.9K 0.01% 543
2023
Q3 		$346K Sell
5,450
-57,852
-91% -$3.84M 0.01% 532
2023
Q2 		$363K Hold
63,302
– – 0.01% 524
2023
Q1 		$3.16M Buy
63,302
+59,102
+1,407% +$3.63M 0.05% 181
2022
Q4 		$254K Buy
+4,200
New +$251K ﹤0.01% 501
2022
Q3 		– Sell
-3,998
Closed -$229K – 404
2022
Q2 		$229K Buy
3,998
+62
+2% +$3.76K 0.01% 540
2022
Q1 		$251K Buy
3,936
+36
+0.9% +$2.27K 0.01% 520
2021
Q4 		$257K Hold
3,900
– – 0.01% 485
2021
Q3 		$229K Sell
3,900
-377
-9% -$23.1K 0.01% 487
2021
Q2 		$255K Buy
4,277
+377
+10% +$22.3K 0.01% 475
2021
Q1 		$223K Buy
+3,900
New +$214K 0.01% 454

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

EP Wealth Advisors's DGRW Position: Q2 2026 in Review

EP Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.3% in Q2 2026, buying an estimated $162K and bringing the position to 33,957 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #473.

EP Wealth Advisors first reported a position in DGRW in Q1 2021 and has held it in 20 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • EP Wealth Advisors held 33,957 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.25M as of Q2 2026.
  • EP Wealth Advisors bought 1,718 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $162K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #473 holding.
  • EP Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 20 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.