Hamilton Capital
DGRW icon

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
Q3 		$705M Buy
7,246,278
+45,210
+0.6% +$4.43M 39.57% 1
2026
Q2 		$689M Sell
7,201,068
-19,616
-0.3% -$1.85M 34.09% 1
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

RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Hamilton Capital's DGRW Position: Q3 2026 in Review

Hamilton Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.63% in Q3 2026, buying an estimated $4.43M and bringing the position to 7,246,278 shares worth $705M. The position accounts for 39.57% of the portfolio, ranked #1.

Hamilton Capital first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Hamilton Capital held 7,246,278 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $705M as of Q3 2026.
  • Hamilton Capital bought 45,210 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $4.43M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 39.57% of Hamilton Capital's portfolio in Q3 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 18 quarters since.
  • 352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.