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

Greenleaf 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
2025 Q4	–	Sell	-4,157	Closed	-$370K	–	829
2025 Q3	$370K	Hold	4,157	–	–	﹤0.01%	574
2025 Q2	$348K	Hold	4,157	–	–	﹤0.01%	586
2025 Q1	$332K	Sell	4,157 -1,479	-26%	-$121K	﹤0.01%	614
2024 Q4	$456K	Sell	5,636 -453	-7%	-$37.9K	﹤0.01%	527
2024 Q3	$507K	Buy	6,089 +2,084	+52%	+$167K	﹤0.01%	510
2024 Q2	$313K	Buy	+4,005	New	+$303K	﹤0.01%	611
2020 Q1	–	Sell	-4,608	Closed	-$223K	–	511
2019 Q4	$223K	Hold	4,608	–	–	﹤0.01%	486
2019 Q3	$208K	Buy	+4,608	New	+$204K	﹤0.01%	515

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Greenleaf Trust's DGRW Position: Q4 2025 in Review

Greenleaf Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 4,157 shares — an estimated $370K sold.

Greenleaf Trust first reported a position in DGRW in Q3 2019 and held it in 8 quarters. The position peaked at $507K in Q3 2024. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Greenleaf Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Greenleaf Trust sold 4,157 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $370K.
Greenleaf Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and held it in 8 quarters.
Greenleaf Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $507K in Q3 2024.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.