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

GLOBALT Investments’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	$2.48M	Sell	28,262 -311	-1%	-$28.3K	0.09%	111
2025 Q4	$2.56M	Sell	28,573 -573	-2%	-$51.1K	0.09%	106
2025 Q3	$2.59M	Sell	29,146 -1,748	-6%	-$152K	0.09%	107
2025 Q2	$2.59M	Sell	30,894 -3,552	-10%	-$282K	0.1%	108
2025 Q1	$2.75M	Sell	34,446 -3,643	-10%	-$298K	0.11%	104
2024 Q4	$3.08M	Sell	38,089 -1,076	-3%	-$90K	0.12%	99
2024 Q3	$3.26M	Sell	39,165 -1,023	-3%	-$81.9K	0.12%	95
2024 Q2	$3.14M	Sell	40,188 -4,447	-10%	-$336K	0.13%	92
2024 Q1	$3.4M	Sell	44,635 -2,764	-6%	-$202K	0.14%	90
2023 Q4	$3.33M	Buy	+47,399	New	+$3.13M	0.14%	91

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

GLOBALT Investments's DGRW Position: Q1 2026 in Review

GLOBALT Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q1 2026, selling an estimated $28.3K and leaving 28,262 shares worth $2.48M. The position accounts for 0.09% of the portfolio, ranked #111.

GLOBALT Investments first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.4M in Q1 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

GLOBALT Investments held 28,262 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.48M as of Q1 2026.
GLOBALT Investments sold 311 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $28.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of GLOBALT Investments's portfolio in Q1 2026, its #111 holding.
GLOBALT Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.4M in Q1 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.