Galvin Gaustad & Stein’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Galvin Gaustad & Stein’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	$386K	Hold	4,400	–	–	0.03%	193
2025 Q4	$393K	Hold	4,400	–	–	0.03%	184
2025 Q3	$391K	Hold	4,400	–	–	0.03%	150
2025 Q2	$368K	Sell	4,400 -1,000	-19%	-$79.3K	0.03%	150
2025 Q1	$431K	Hold	5,400	–	–	0.04%	137
2024 Q4	$437K	Sell	5,400 -300	-5%	-$25.1K	0.04%	142
2024 Q3	$474K	Hold	5,700	–	–	0.04%	133
2024 Q2	$445K	Hold	5,700	–	–	0.04%	135
2024 Q1	$434K	Hold	5,700	–	–	0.04%	135
2023 Q4	$401K	Hold	5,700	–	–	0.04%	137
2023 Q3	$362K	Hold	5,700	–	–	0.04%	139
2023 Q2	$380K	Hold	5,700	–	–	0.04%	132
2023 Q1	$355K	Hold	5,700	–	–	0.04%	132
2022 Q4	$344K	Hold	5,700	–	–	0.03%	129
2022 Q3	$307K	Hold	5,700	–	–	0.03%	133
2022 Q2	$327K	Hold	5,700	–	–	0.03%	135
2022 Q1	$363K	Hold	5,700	–	–	0.03%	135
2021 Q4	$375K	Sell	5,700 -925	-14%	-$58.1K	0.03%	139
2021 Q3	$390K	Sell	6,625 -700	-10%	-$42.9K	0.04%	138
2021 Q2	$437K	Sell	7,325 -175	-2%	-$10.3K	0.04%	140
2021 Q1	$429K	Sell	7,500 -200	-3%	-$11K	0.04%	139
2020 Q4	$415K	Buy	+7,700	New	+$399K	0.04%	140

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

Galvin Gaustad & Stein's DGRW Position: Q1 2026 in Review

Galvin Gaustad & Stein held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 4,400 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #193.

Galvin Gaustad & Stein first reported a position in DGRW in Q4 2020 and has held it in 22 quarters since. The position peaked at $474K in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Galvin Gaustad & Stein held 4,400 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $386K as of Q1 2026.
Galvin Gaustad & Stein 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 Galvin Gaustad & Stein's portfolio in Q1 2026, its #193 holding.
Galvin Gaustad & Stein first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
Galvin Gaustad & Stein's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $474K in Q3 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.