Gray Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Gray Private Wealth’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 Q2	$8.49M	Buy	88,769 +2,190	+3%	+$207K	3.67%	6
2026 Q1	$7.61M	Buy	86,579 +1,699	+2%	+$154K	3.82%	6
2025 Q4	$7.59M	Buy	84,880 +1,899	+2%	+$169K	3.71%	6
2025 Q3	$7.38M	Buy	82,981 +806	+1%	+$69.9K	3.72%	6
2025 Q2	$6.88M	Buy	82,175 +2,140	+3%	+$170K	3.7%	6
2025 Q1	$6.39M	Buy	80,035 +3,824	+5%	+$313K	3.85%	6
2024 Q4	$6.17M	Buy	76,211 +687	+0.9%	+$57.4K	3.67%	6
2024 Q3	$6.28M	Buy	75,524 +1,413	+2%	+$113K	3.76%	6
2024 Q2	$5.78M	Buy	74,111 +3,214	+5%	+$243K	3.71%	6
2024 Q1	$5.4M	Buy	+70,897	New	+$5.17M	3.56%	6

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gray Private Wealth's DGRW Position: Q2 2026 in Review

Gray Private Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.5% in Q2 2026, buying an estimated $207K and bringing the position to 88,769 shares worth $8.49M. The position accounts for 3.67% of the portfolio, ranked #6.

Gray Private Wealth first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 787 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Gray Private Wealth held 88,769 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.49M as of Q2 2026.
Gray Private Wealth bought 2,190 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $207K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.67% of Gray Private Wealth's portfolio in Q2 2026, its #6 holding.
Gray Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
787 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.