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

Hamilton Capital’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 		$634M Buy
7,220,684
+309,867
+4% +$28.2M 32.86% 1
2025
Q4 		$618M Buy
+6,910,817
New +$616M 30.9% 1
2025
Q2 		$577M Buy
6,893,933
+194,692
+3% +$15.4M 31.73% 1
2025
Q1 		$535M Buy
6,699,241
+113,376
+2% +$9.29M 32.38% 1
2024
Q4 		$533M Sell
6,585,865
-51,470
-0.8% -$4.3M 40.52% 1
2024
Q3 		$544M Sell
6,637,335
-465,267
-7% -$37.3M 40.33% 1
2024
Q2 		$554M Sell
7,102,602
-64,621
-0.9% -$4.88M 42.1% 1
2024
Q1 		$546M Sell
7,167,223
-7,339
-0.1% -$535K 40.83% 1
2023
Q4 		$504M Sell
7,174,562
-74,253
-1% -$4.9M 40.45% 1
2023
Q3 		$460M Sell
7,248,815
-34,292
-0.5% -$2.28M 35.24% 1
2023
Q2 		$485M Buy
7,283,107
+785,413
+12% +$49.9M 33.88% 1
2023
Q1 		$405M Buy
6,497,694
+110,771
+2% +$6.81M 25.96% 2
2022
Q4 		$386M Buy
6,386,923
+84
+0% +$5.01K 24.93% 2
2022
Q3 		$344M Buy
6,386,839
+3,226,388
+102% +$191M 23.47% 2
2022
Q2 		$181M Buy
3,160,451
+302,009
+11% +$18.3M 11.42% 3
2022
Q1 		$182M Buy
+2,858,442
New +$180M 11.68% 3

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital's DGRW Position: Q1 2026 in Review

Hamilton Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.5% in Q1 2026, buying an estimated $28.2M and bringing the position to 7,220,684 shares worth $634M. The position accounts for 32.86% of the portfolio, ranked #1.

Hamilton Capital first reported a position in DGRW in Q1 2022 and has held it in 16 quarters since. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Hamilton Capital held 7,220,684 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $634M as of Q1 2026.
  • Hamilton Capital bought 309,867 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $28.2M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 32.86% of Hamilton Capital's portfolio in Q1 2026, its #1 holding.
  • Hamilton Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 16 quarters since.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.