Equitable Holdings’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Equitable Holdings’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	$55M	Sell	614,688 -194,863	-24%	-$17.7M	0.35%	60
2025 Q4	$72.4M	Buy	809,551 +24,284	+3%	+$2.16M	0.5%	42
2025 Q3	$69.9M	Buy	785,267 +26,817	+4%	+$2.33M	0.51%	37
2025 Q2	$63.5M	Buy	758,450 +32,639	+4%	+$2.59M	0.52%	38
2025 Q1	$58M	Buy	725,811 +52,010	+8%	+$4.26M	0.55%	38
2024 Q4	$54.5M	Buy	673,801 +13,623	+2%	+$1.14M	0.52%	42
2024 Q3	$54.9M	Buy	660,178 +30,729	+5%	+$2.46M	0.53%	43
2024 Q2	$49.1M	Buy	629,449 +36,652	+6%	+$2.77M	0.52%	42
2024 Q1	$45.2M	Sell	592,797 -58,590	-9%	-$4.27M	0.51%	47
2023 Q4	$45.8M	Buy	651,387 +1,173	+0.2%	+$77.5K	0.56%	41
2023 Q3	$41.3M	Sell	650,214 -28,883	-4%	-$1.92M	0.59%	37
2023 Q2	$45.3M	Buy	679,097 +93,030	+16%	+$5.91M	0.65%	33
2023 Q1	$36.5M	Buy	586,067 +91,074	+18%	+$5.6M	0.58%	40
2022 Q4	$29.9M	Buy	494,993 +24,884	+5%	+$1.48M	0.52%	49
2022 Q3	$25.3M	Buy	470,109 +25,666	+6%	+$1.52M	0.5%	47
2022 Q2	$25.5M	Buy	444,443 +38,811	+10%	+$2.35M	0.49%	47
2022 Q1	$25.8M	Buy	405,632 +157,514	+63%	+$9.94M	0.42%	50
2021 Q4	$16.3M	Buy	248,118 +53,364	+27%	+$3.35M	0.26%	71
2021 Q3	$11.5M	Buy	194,754 +4,304	+2%	+$263K	0.2%	81
2021 Q2	$11.4M	Buy	190,450 +16,807	+10%	+$993K	0.2%	78
2021 Q1	$9.93M	Buy	173,643 +19,654	+13%	+$1.08M	0.21%	80
2020 Q4	$8.31M	Buy	153,989 +13,018	+9%	+$674K	0.19%	90
2020 Q3	$6.99M	Buy	140,971 +8,252	+6%	+$401K	0.18%	91
2020 Q2	$6.04M	Buy	132,719 +8,273	+7%	+$358K	0.17%	94
2020 Q1	$4.84M	Buy	124,446 +24,061	+24%	+$1.09M	0.17%	91
2019 Q4	$4.87M	Buy	+100,385	New	+$4.68M	0.14%	101

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

Equitable Holdings's DGRW Position: Q1 2026 in Review

Equitable Holdings reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 24% in Q1 2026, selling an estimated $17.7M and leaving 614,688 shares worth $55M. The position accounts for 0.35% of the portfolio, ranked #60.

Equitable Holdings first reported a position in DGRW in Q4 2019 and has held it in 26 quarters since. The position peaked at $72.4M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Equitable Holdings held 614,688 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $55M as of Q1 2026.
Equitable Holdings sold 194,863 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $17.7M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of Equitable Holdings's portfolio in Q1 2026, its #60 holding.
Equitable Holdings first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 26 quarters since.
Equitable Holdings's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $72.4M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.