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Family Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Family Capital 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 		$4.17M Sell
43,563
-587
-1% -$55.5K 1.61% 16
2026
Q1 		$3.88M Sell
44,150
-71,106
-62% -$6.47M 1.72% 17
2025
Q4 		$10.3M Sell
115,256
-6,596
-5% -$588K 4.58% 6
2025
Q3 		$10.8M Sell
121,852
-9,302
-7% -$807K 5.18% 6
2025
Q2 		$11M Sell
131,154
-5,795
-4% -$460K 5.75% 6
2025
Q1 		$10.9M Sell
136,949
-8,596
-6% -$704K 6.75% 6
2024
Q4 		$11.8M Sell
145,545
-2,857
-2% -$239K 7.11% 6
2024
Q3 		$12.3M Sell
148,402
-1,747
-1% -$140K 7.96% 4
2024
Q2 		$11.7M Sell
150,149
-3,676
-2% -$278K 7.99% 4
2024
Q1 		$11.7M Sell
153,825
-48,854
-24% -$3.56M 8.17% 4
2023
Q4 		$14.2M Sell
202,679
-15,237
-7% -$1.01M 10.1% 1
2023
Q3 		$13.8M Buy
217,916
+6,480
+3% +$431K 9.13% 2
2023
Q2 		$14.1M Buy
211,436
+6,019
+3% +$382K 8.79% 2
2023
Q1 		$12.8M Buy
205,417
+134,235
+189% +$8.25M 5.54% 3
2022
Q4 		$4.3M Buy
+71,182
New +$4.25M 2.83% 10

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

Family Capital Management's DGRW Position: Q2 2026 in Review

Family Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.3% in Q2 2026, selling an estimated $55.5K and leaving 43,563 shares worth $4.17M. The position accounts for 1.61% of the portfolio, ranked #16.

Family Capital Management first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q4 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Family Capital Management held 43,563 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.17M as of Q2 2026.
  • Family Capital Management sold 587 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $55.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.61% of Family Capital Management's portfolio in Q2 2026, its #16 holding.
  • Family Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Family Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.2M in Q4 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.