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First Horizon Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Horizon Advisors’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
2025
Q2 		$779K Hold
9,299
– – 0.02% 282
2025
Q1 		$743K Sell
9,299
-50
-0.5% -$4.1K 0.02% 278
2024
Q4 		$757K Buy
9,349
+2,870
+44% +$240K 0.02% 281
2024
Q3 		$539K Sell
6,479
-57
-0.9% -$4.57K 0.02% 336
2024
Q2 		$510K Hold
6,536
– – 0.02% 332
2024
Q1 		$498K Sell
6,536
-160
-2% -$11.7K 0.02% 331
2023
Q4 		$471K Sell
6,696
-190
-3% -$12.5K 0.02% 334
2023
Q3 		$437K Sell
6,886
-1,165
-14% -$77.4K 0.02% 329
2023
Q2 		$537K Buy
8,051
+130
+2% +$8.26K 0.02% 317
2023
Q1 		$494K Sell
7,921
-194
-2% -$11.9K 0.02% 330
2022
Q4 		$490K Buy
8,115
+5,464
+206% +$326K 0.02% 330
2022
Q3 		$143K Buy
2,651
+1
+0% +$59 0.01% 517
2022
Q2 		$151K Buy
2,650
+138
+5% +$8.37K 0.01% 529
2022
Q1 		$160K Sell
2,512
-324
-11% -$20.4K 0.01% 417
2021
Q4 		$187K Sell
2,836
-570
-17% -$35.8K 0.01% 511
2021
Q3 		$200K Buy
3,406
+44
+1% +$2.69K 0.01% 505
2021
Q2 		$200K Buy
3,362
+140
+4% +$8.27K 0.01% 405
2021
Q1 		$184K Sell
3,222
-1,460
-31% -$80.1K 0.01% 392
2020
Q4 		$253K Sell
4,682
-575
-11% -$29.8K 0.02% 302
2020
Q3 		$261K Sell
5,257
-897
-15% -$43.5K 0.02% 281
2020
Q2 		$279K Sell
6,154
-1,374
-18% -$59.5K 0.02% 272
2020
Q1 		$293K Sell
7,528
-1,868
-20% -$84.9K 0.03% 243
2019
Q4 		$455K Sell
9,396
-2,254
-19% -$105K 0.03% 227
2019
Q3 		$525K Sell
11,650
-3,722
-24% -$165K 0.04% 209
2019
Q2 		$671K Sell
15,372
-103
-0.7% -$4.46K 0.05% 198
2019
Q1 		$666K Buy
15,475
+1,740
+13% +$71.8K 0.05% 196
2018
Q4 		$526K Buy
13,735
+7,733
+129% +$320K 0.05% 219
2018
Q3 		$266K Buy
6,002
+1,197
+25% +$51.7K 0.02% 325
2018
Q2 		$197K Buy
+4,805
New +$197K 0.02% 360

Other funds holding DGRW

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Horizon Advisors's DGRW Position: Q2 2025 in Review

First Horizon Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2025 at 9,299 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #282.

First Horizon Advisors first reported a position in DGRW in Q2 2018 and has held it in 29 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • First Horizon Advisors held 9,299 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $779K as of Q2 2025.
  • First Horizon Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #282 holding.
  • First Horizon Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 29 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.