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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
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

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hamilton Capital's DGRW Position: Q2 2026 in Review

Hamilton Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.27% in Q2 2026, selling an estimated $1.85M and leaving 7,201,068 shares worth $689M. The position accounts for 34.09% of the portfolio, ranked #1.

Hamilton Capital first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Hamilton Capital held 7,201,068 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $689M as of Q2 2026.
  • Hamilton Capital sold 19,616 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.85M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 34.09% of Hamilton Capital's portfolio in Q2 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 17 quarters since.
  • 795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.