GWM
DGRW icon

GSB Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

GSB Wealth Management’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 		$5.27M Buy
60,023
+6,438
+12% +$585K 1.19% 24
2025
Q4 		$4.79M Buy
53,585
+6,203
+13% +$553K 1.08% 26
2025
Q3 		$4.22M Buy
47,382
+7,196
+18% +$624K 0.96% 30
2025
Q2 		$3.36M Buy
40,186
+5,297
+15% +$420K 0.82% 38
2025
Q1 		$2.79M Buy
34,889
+6,097
+21% +$499K 0.73% 48
2024
Q4 		$2.33M Buy
28,792
+178
+0.6% +$14.9K 0.6% 58
2024
Q3 		$2.38M Buy
28,614
+9,762
+52% +$782K 0.61% 55
2024
Q2 		$1.47M Buy
18,852
+2,574
+16% +$195K 0.4% 80
2024
Q1 		$1.24M Buy
+16,278
New +$1.19M 0.35% 93

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

GSB Wealth Management's DGRW Position: Q1 2026 in Review

GSB Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q1 2026, buying an estimated $585K and bringing the position to 60,023 shares worth $5.27M. The position accounts for 1.19% of the portfolio, ranked #24.

GSB Wealth Management first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • GSB Wealth Management held 60,023 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.27M as of Q1 2026.
  • GSB Wealth Management bought 6,438 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $585K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.19% of GSB Wealth Management's portfolio in Q1 2026, its #24 holding.
  • GSB Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.