Fisher Asset Management
DGRW icon

Fisher Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fisher Asset Management’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 		– Sell
-2,569
Closed -$226K – 1058
2026
Q1 		$226K Sell
2,569
-4,978
-66% -$453K ﹤0.01% 957
2025
Q4 		$675K Buy
+7,547
New +$673K ﹤0.01% 734
2025
Q3 		– Sell
-5,179
Closed -$434K – 1029
2025
Q2 		$434K Buy
5,179
+155
+3% +$12.3K ﹤0.01% 811
2025
Q1 		$401K Buy
5,024
+389
+8% +$31.9K ﹤0.01% 835
2024
Q4 		$375K Buy
4,635
+876
+23% +$73.3K ﹤0.01% 821
2024
Q3 		$313K Sell
3,759
-3,389
-47% -$271K ﹤0.01% 826
2024
Q2 		$558K Buy
7,148
+3,755
+111% +$284K ﹤0.01% 770
2024
Q1 		$259K Buy
+3,393
New +$248K ﹤0.01% 894

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fisher Asset Management's DGRW Position: Q2 2026 in Review

Fisher Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 2,569 shares — an estimated $226K sold.

Fisher Asset Management first reported a position in DGRW in Q1 2024 and held it in 8 quarters. The position peaked at $675K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Fisher Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Fisher Asset Management sold 2,569 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $226K.
  • Fisher Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and held it in 8 quarters.
  • Fisher Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $675K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.