Foster Dykema Cabot & Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Foster Dykema Cabot & 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 Q1	$398K	Hold	4,536	–	–	0.03%	81
2025 Q4	$406K	Hold	4,536	–	–	0.02%	85
2025 Q3	$404K	Hold	4,536	–	–	0.03%	91
2025 Q2	$380K	Hold	4,536	–	–	0.03%	91
2025 Q1	$362K	Sell	4,536 -239	-5%	-$19.6K	0.03%	85
2024 Q4	$387K	Hold	4,775	–	–	0.03%	91
2024 Q3	$397K	Buy	+4,775	New	+$382K	0.03%	87

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foster Dykema Cabot & Partners's DGRW Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 4,536 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #81.

Foster Dykema Cabot & Partners first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Foster Dykema Cabot & Partners held 4,536 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $398K as of Q1 2026.
Foster Dykema Cabot & Partners left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #81 holding.
Foster Dykema Cabot & Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
Foster Dykema Cabot & Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $406K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.