FPCP
DGRW icon

Fort Point Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fort Point Capital Partners’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 		$288K Buy
+3,130
New +$296K 0.02% 214
2025
Q3 		– Sell
-21,613
Closed -$1.81M – 238
2025
Q2 		$1.81M Buy
21,613
+200
+0.9% +$15.9K 0.13% 96
2025
Q1 		$1.71M Buy
21,413
+657
+3% +$53.8K 0.19% 92
2024
Q4 		$1.68M Buy
20,756
+1,520
+8% +$127K 0.18% 93
2024
Q3 		$1.6M Buy
19,236
+947
+5% +$75.9K 0.2% 81
2024
Q2 		$1.43M Buy
18,289
+347
+2% +$26.2K 0.18% 92
2024
Q1 		$1.37M Buy
17,942
+942
+6% +$68.7K 0.18% 90
2023
Q4 		$1.19M Sell
17,000
-111
-0.6% -$7.33K 0.17% 91
2023
Q3 		$1.09M Buy
17,111
+364
+2% +$24.2K 0.17% 86
2023
Q2 		$1.12M Buy
16,747
+2,383
+17% +$151K 0.16% 87
2023
Q1 		$895K Buy
14,364
+1,742
+14% +$107K 0.14% 108
2022
Q4 		$762K Buy
12,622
+1,225
+11% +$73.1K 0.12% 120
2022
Q3 		$614K Buy
11,397
+711
+7% +$42K 0.1% 137
2022
Q2 		$612K Buy
10,686
+2,700
+34% +$164K 0.1% 143
2022
Q1 		$508K Buy
7,986
+2,757
+53% +$174K 0.07% 171
2021
Q4 		$344K Sell
5,229
-91
-2% -$5.71K 0.05% 212
2021
Q3 		$313K Buy
+5,320
New +$326K 0.05% 189

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

Fort Point Capital Partners's DGRW Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 3,130 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in DGRW as recently as Q2 2025.

Fort Point Capital Partners first reported a position in DGRW in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Fort Point Capital Partners held 3,130 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $288K as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Fort Point Capital Partners position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #214 holding.
  • Fort Point Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 17 quarters since.
  • Fort Point Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.81M in Q2 2025.
  • 795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.