Fidelity Investments
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Fidelity Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fidelity Investments’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 		$6.17M Buy
70,224
+13,562
+24% +$1.23M ﹤0.01% 2231
2025
Q4 		$5.07M Buy
56,662
+5,485
+11% +$489K ﹤0.01% 2279
2025
Q3 		$4.55M Buy
51,177
+1,275
+3% +$111K ﹤0.01% 2268
2025
Q2 		$4.18M Sell
49,902
-2,622
-5% -$208K ﹤0.01% 2231
2025
Q1 		$4.19M Sell
52,524
-3,148
-6% -$258K ﹤0.01% 2202
2024
Q4 		$4.51M Buy
55,672
+14,261
+34% +$1.19M ﹤0.01% 2187
2024
Q3 		$3.45M Buy
41,411
+10,776
+35% +$863K ﹤0.01% 2239
2024
Q2 		$2.39M Buy
30,635
+11,859
+63% +$896K ﹤0.01% 2300
2024
Q1 		$1.43M Buy
18,776
+3,387
+22% +$247K ﹤0.01% 2417
2023
Q4 		$1.08M Sell
15,389
-1,057
-6% -$69.8K ﹤0.01% 2455
2023
Q3 		$1.04M Buy
16,446
+3,230
+24% +$215K ﹤0.01% 2445
2023
Q2 		$881K Buy
13,216
+3,591
+37% +$228K ﹤0.01% 2502
2023
Q1 		$600K Buy
9,625
+2,406
+33% +$148K ﹤0.01% 2634
2022
Q4 		$436K Buy
7,219
+1,127
+18% +$67.2K ﹤0.01% 2757
2022
Q3 		$328K Sell
6,092
-1,182
-16% -$69.9K ﹤0.01% 2907
2022
Q2 		$417K Buy
7,274
+991
+16% +$60.1K ﹤0.01% 2901
2022
Q1 		$400K Buy
6,283
+1,364
+28% +$86.1K ﹤0.01% 3053
2021
Q4 		$324K Buy
4,919
+816
+20% +$51.2K ﹤0.01% 2870
2021
Q3 		$241K Buy
4,103
+1,668
+69% +$102K ﹤0.01% 2922
2021
Q2 		$145K Sell
2,435
-1,774
-42% -$105K ﹤0.01% 2979
2021
Q1 		$241K Buy
4,209
+1,405
+50% +$77.1K ﹤0.01% 2790
2020
Q4 		$151K Buy
2,804
+1,097
+64% +$56.8K ﹤0.01% 2825
2020
Q3 		$85K Sell
1,707
-386
-18% -$18.7K ﹤0.01% 2817
2020
Q2 		$95K Sell
2,093
-565
-21% -$24.5K ﹤0.01% 2723
2020
Q1 		$103K Sell
2,658
-1,278
-32% -$58.1K ﹤0.01% 2673
2019
Q4 		$191K Buy
3,936
+1,633
+71% +$76.2K ﹤0.01% 2649
2019
Q3 		$104K Sell
2,303
-1,161
-34% -$51.4K ﹤0.01% 2742
2019
Q2 		$151K Buy
3,464
+2,266
+189% +$98.1K ﹤0.01% 2676
2019
Q1 		$51K Buy
1,198
+1,153
+2,562% +$47.6K ﹤0.01% 2777
2018
Q4 		$2K Buy
+45
New +$1.86K ﹤0.01% 3311

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments's DGRW Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 24% in Q1 2026, buying an estimated $1.23M and bringing the position to 70,224 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Fidelity Investments first reported a position in DGRW in Q4 2018 and has held it in 30 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Fidelity Investments held 70,224 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.17M as of Q1 2026.
  • Fidelity Investments bought 13,562 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.23M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2231 holding.
  • Fidelity Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.