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DGRW icon

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

Glenview Trust’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 		$1.02M Sell
11,557
-68
-0.6% -$6.18K 0.02% 285
2025
Q4 		$1.04M Buy
11,625
+64
+0.6% +$5.71K 0.02% 285
2025
Q3 		$1.03M Sell
11,561
-396
-3% -$34.3K 0.02% 292
2025
Q2 		$1M Buy
11,957
+365
+3% +$29K 0.02% 279
2025
Q1 		$926K Hold
11,592
– – 0.02% 274
2024
Q4 		$938K Hold
11,592
– – 0.02% 277
2024
Q3 		$965K Hold
11,592
– – 0.02% 269
2024
Q2 		$905K Sell
11,592
-202
-2% -$15.3K 0.02% 265
2024
Q1 		$899K Buy
11,794
+202
+2% +$14.7K 0.02% 268
2023
Q4 		$815K Hold
11,592
– – 0.02% 270
2023
Q3 		$736K Hold
11,592
– – 0.02% 262
2023
Q2 		$773K Hold
11,592
– – 0.02% 262
2023
Q1 		$723K Buy
11,592
+5,323
+85% +$327K 0.02% 263
2022
Q4 		$378K Hold
6,269
– – 0.01% 337
2022
Q3 		$338K Hold
6,269
– – 0.01% 332
2022
Q2 		$360K Hold
6,269
– – 0.01% 331
2022
Q1 		$399K Hold
6,269
– – 0.01% 333
2021
Q4 		$413K Sell
6,269
-396
-6% -$24.9K 0.01% 323
2021
Q3 		$392K Hold
6,665
– – 0.02% 301
2021
Q2 		$398K Buy
6,665
+265
+4% +$15.7K 0.02% 304
2021
Q1 		$366K Buy
6,400
+125
+2% +$6.86K 0.02% 307
2020
Q4 		$339K Hold
6,275
– – 0.02% 285
2020
Q3 		$311K Sell
6,275
-622
-9% -$30.2K 0.02% 275
2020
Q2 		$313K Sell
6,897
-290
-4% -$12.6K 0.02% 272
2020
Q1 		$279K Sell
7,187
-409
-5% -$18.6K 0.02% 269
2019
Q4 		$368K Hold
7,596
– – 0.02% 272
2019
Q3 		$342K Buy
7,596
+2,200
+41% +$97.3K 0.02% 274
2019
Q2 		$235K Buy
+5,396
New +$234K 0.01% 305

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Glenview Trust's DGRW Position: Q1 2026 in Review

Glenview Trust reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.58% in Q1 2026, selling an estimated $6.18K and leaving 11,557 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #285.

Glenview Trust first reported a position in DGRW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Glenview Trust held 11,557 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.02M as of Q1 2026.
  • Glenview Trust sold 68 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $6.18K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Glenview Trust's portfolio in Q1 2026, its #285 holding.
  • Glenview Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 28 quarters since.
  • Glenview Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.04M 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 Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.