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Forte Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Forte Capital’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 		$23.9M Buy
284,906
+72
+0% +$5.71K 2.56% 7
2025
Q1 		$22.7M Sell
284,834
-1,363
-0.5% -$112K 2.7% 8
2024
Q4 		$23.2M Sell
286,197
-1,037
-0.4% -$86.7K 2.6% 9
2024
Q3 		$23.9M Buy
287,234
+5,384
+2% +$431K 2.7% 8
2024
Q2 		$22M Buy
281,850
+77,084
+38% +$5.83M 2.66% 9
2024
Q1 		$15.6M Buy
204,766
+7,174
+4% +$523K 1.93% 16
2023
Q4 		$13.9M Buy
+197,592
New +$13M 1.9% 16

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forte Capital's DGRW Position: Q2 2025 in Review

Forte Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.03% in Q2 2025, buying an estimated $5.71K and bringing the position to 284,906 shares worth $23.9M. The position accounts for 2.56% of the portfolio, ranked #7.

Forte Capital first reported a position in DGRW in Q4 2023 and has held it in 7 quarters since. The position peaked at $23.9M in Q3 2024. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Forte Capital held 284,906 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.9M as of Q2 2025.
  • Forte Capital bought 72 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $5.71K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.56% of Forte Capital's portfolio in Q2 2025, its #7 holding.
  • Forte Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 7 quarters since.
  • Forte Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23.9M in Q3 2024.
  • 732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.