First Business Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Business Financial Services’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	$243K	Hold	2,543	–	–	0.02%	174
2026 Q1	$223K	Hold	2,543	–	–	0.02%	173
2025 Q4	$227K	Hold	2,543	–	–	0.02%	164
2025 Q3	$226K	Hold	2,543	–	–	0.02%	172
2025 Q2	$213K	Hold	2,543	–	–	0.02%	177
2025 Q1	$203K	Hold	2,543	–	–	0.02%	168
2024 Q4	$206K	Hold	2,543	–	–	0.02%	160
2024 Q3	$212K	Buy	+2,543	New	+$204K	0.02%	156

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

First Business Financial Services's DGRW Position: Q2 2026 in Review

First Business Financial Services held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,543 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #174.

First Business Financial Services first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

First Business Financial Services held 2,543 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $243K as of Q2 2026.
First Business Financial Services left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #174 holding.
First Business Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.