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

First Manhattan’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 Q3	–	Sell	-2,662	Closed	-$223K	–	719
2025 Q2	$223K	Hold	2,662	–	–	﹤0.01%	659
2025 Q1	$213K	Hold	2,662	–	–	﹤0.01%	641
2024 Q4	$216K	Buy	+2,662	New	+$223K	﹤0.01%	646
2021 Q1	–	Sell	-1,000	Closed	-$53K	–	1479
2020 Q4	$53K	Hold	1,000	–	–	﹤0.01%	893
2020 Q3	$49K	Buy	+1,000	New	+$48.5K	﹤0.01%	885
2020 Q2	–	Sell	-717	Closed	-$27K	–	1388
2020 Q1	$27K	Hold	717	–	–	﹤0.01%	954
2019 Q4	$34K	Hold	717	–	–	﹤0.01%	959
2019 Q3	$32K	Hold	717	–	–	﹤0.01%	971
2019 Q2	$31K	Hold	717	–	–	﹤0.01%	1002
2019 Q1	$30K	Hold	717	–	–	﹤0.01%	1037
2018 Q4	$27K	Buy	+717	New	+$29.6K	﹤0.01%	1027

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Manhattan's DGRW Position: Q3 2025 in Review

First Manhattan sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 2,662 shares — an estimated $223K sold.

First Manhattan first reported a position in DGRW in Q4 2018 and held it in 11 quarters. The position peaked at $223K in Q2 2025. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

First Manhattan reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
First Manhattan sold 2,662 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $223K.
First Manhattan first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and held it in 11 quarters.
First Manhattan's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $223K in Q2 2025.
724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on First Manhattan's 13F filing for Q3 2025, filed 14 Nov 2025.