Fidelis Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fidelis Capital Partners’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	$256K	Sell	2,675 -250	-9%	-$23.6K	0.01%	464
2026 Q1	$257K	Hold	2,925	–	–	0.02%	435
2025 Q4	$262K	Buy	2,925 +426	+17%	+$38K	0.02%	414
2025 Q3	$222K	Hold	2,499	–	–	0.02%	443
2025 Q2	$214K	Buy	+2,499	New	+$198K	0.02%	416
2025 Q1	–	Sell	-3,499	Closed	-$290K	–	439
2024 Q4	$290K	Hold	3,499	–	–	0.03%	337
2024 Q3	$292K	Hold	3,499	–	–	0.03%	321
2024 Q2	$266K	Hold	3,499	–	–	0.04%	306
2024 Q1	$267K	Hold	3,499	–	–	0.04%	309
2023 Q4	$246K	Buy	+3,499	New	+$231K	0.05%	279

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

Fidelis Capital Partners's DGRW Position: Q2 2026 in Review

Fidelis Capital Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.5% in Q2 2026, selling an estimated $23.6K and leaving 2,675 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #464.

Fidelis Capital Partners first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $292K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Fidelis Capital Partners held 2,675 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $256K as of Q2 2026.
Fidelis Capital Partners sold 250 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $23.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #464 holding.
Fidelis Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
Fidelis Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $292K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.