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Grimes & Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Grimes & Company’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 		$259K Buy
2,708
+8
+0.3% +$756 0.01% 400
2026
Q1 		$237K Buy
2,700
+8
+0.3% +$727 0.01% 396
2025
Q4 		$241K Buy
2,692
+10
+0.4% +$891 0.01% 408
2025
Q3 		$239K Buy
2,682
+10
+0.4% +$867 0.01% 409
2025
Q2 		$224K Buy
2,672
+11
+0.4% +$873 0.01% 392
2025
Q1 		$213K Buy
2,661
+10
+0.4% +$819 0.01% 349
2024
Q4 		$215K Buy
2,651
+11
+0.4% +$920 0.01% 357
2024
Q3 		$220K Buy
2,640
+47
+2% +$3.77K 0.01% 335
2024
Q2 		$202K Buy
+2,593
New +$196K 0.01% 331
2023
Q4 		– Sell
-3,215
Closed -$204K – 333
2023
Q3 		$204K Buy
3,215
+8
+0.2% +$532 0.01% 275
2023
Q2 		$214K Buy
+3,207
New +$204K 0.01% 277

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Grimes & Company's DGRW Position: Q2 2026 in Review

Grimes & Company increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.3% in Q2 2026, buying an estimated $756 and bringing the position to 2,708 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #400.

Grimes & Company first reported a position in DGRW in Q2 2023 and has held it in 11 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Grimes & Company held 2,708 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $259K as of Q2 2026.
  • Grimes & Company bought 8 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $756.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #400 holding.
  • Grimes & Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 11 quarters since.
  • 795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.