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Flagship Harbor Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Flagship Harbor 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
2026
Q2 		$9.56M Sell
99,974
-4,400
-4% -$416K 0.37% 66
2026
Q1 		$9.17M Sell
104,374
-10,209
-9% -$928K 0.4% 58
2025
Q4 		$10.2M Buy
114,583
+1,244
+1% +$111K 0.48% 46
2025
Q3 		$10.1M Sell
113,339
-1,131
-1% -$98.1K 0.44% 50
2025
Q2 		$9.59M Sell
114,470
-2,004
-2% -$159K 0.45% 47
2025
Q1 		$9.3M Buy
116,474
+4,756
+4% +$390K 0.49% 45
2024
Q4 		$9.04M Buy
111,718
+6,779
+6% +$567K 0.47% 39
2024
Q3 		$8.73M Buy
104,939
+8
+0% +$641 0.48% 42
2024
Q2 		$8.19M Sell
104,931
-8,957
-8% -$677K 0.49% 40
2024
Q1 		$8.68M Sell
113,888
-10,661
-9% -$778K 0.56% 36
2023
Q4 		$8.75M Buy
124,549
+6,780
+6% +$448K 0.64% 28
2023
Q3 		$7.48M Buy
117,769
+9,128
+8% +$607K 0.62% 29
2023
Q2 		$7.24M Buy
108,641
+9,392
+9% +$597K 0.6% 31
2023
Q1 		$6.19M Buy
99,249
+7,646
+8% +$470K 0.58% 32
2022
Q4 		$5.53M Buy
91,603
+12,885
+16% +$769K 0.57% 38
2022
Q3 		$4.24M Sell
78,718
-110
-0.1% -$6.5K 0.49% 41
2022
Q2 		$4.52M Buy
78,828
+11,400
+17% +$691K 0.51% 41
2022
Q1 		$4.29M Buy
67,428
+19,328
+40% +$1.22M 0.41% 51
2021
Q4 		$3.17M Buy
48,100
+32,594
+210% +$2.05M 0.3% 75
2021
Q3 		$925K Hold
15,506
– – 0.1% 219
2021
Q2 		$925K Buy
15,506
+4,336
+39% +$256K 0.1% 220
2021
Q1 		$639K Sell
11,170
-740
-6% -$40.6K 0.07% 290
2020
Q4 		$643K Sell
11,910
-1,109
-9% -$57.4K 0.08% 259
2020
Q3 		$645K Sell
13,019
-432
-3% -$21K 0.09% 221
2020
Q2 		$611K Sell
13,451
-12,704
-49% -$550K 0.09% 220
2020
Q1 		$1.02M Sell
26,155
-18,477
-41% -$839K 0.2% 106
2019
Q4 		$2.16M Sell
44,632
-3,794
-8% -$177K 0.38% 58
2019
Q3 		$2.18M Sell
48,426
-1,387
-3% -$61.4K 0.43% 51
2019
Q2 		$2.17M Buy
49,813
+766
+2% +$33.2K 0.45% 47
2019
Q1 		$2.11M Buy
49,047
+8,035
+20% +$331K 0.43% 53
2018
Q4 		$1.57M Buy
41,012
+14,099
+52% +$583K 0.38% 61
2018
Q3 		$1.2M Buy
26,913
+6,924
+35% +$299K 0.22% 113
2018
Q2 		$819K Buy
19,989
+12,648
+172% +$519K 0.16% 136
2018
Q1 		$290K Buy
+7,341
New +$309K 0.09% 251

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Flagship Harbor Advisors's DGRW Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.2% in Q2 2026, selling an estimated $416K and leaving 99,974 shares worth $9.56M. The position accounts for 0.37% of the portfolio, ranked #66.

Flagship Harbor Advisors first reported a position in DGRW in Q1 2018 and has held it in 34 quarters since. The position peaked at $10.2M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Flagship Harbor Advisors held 99,974 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.56M as of Q2 2026.
  • Flagship Harbor Advisors sold 4,400 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $416K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.37% of Flagship Harbor Advisors's portfolio in Q2 2026, its #66 holding.
  • Flagship Harbor Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 34 quarters since.
  • Flagship Harbor Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.2M 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 Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.