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DGRW icon

Harbour Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Harbour Investments’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 		$2.2M Buy
25,050
+1,942
+8% +$177K 0.03% 467
2025
Q4 		$2.07M Buy
23,108
+827
+4% +$73.7K 0.04% 386
2025
Q3 		$1.98M Buy
22,281
+1,676
+8% +$145K 0.04% 351
2025
Q2 		$1.73M Sell
20,605
-5,358
-21% -$425K 0.04% 366
2025
Q1 		$2.07M Buy
25,963
+5,448
+27% +$446K 0.06% 284
2024
Q4 		$1.66M Buy
20,515
+867
+4% +$72.5K 0.05% 332
2024
Q3 		$1.63M Buy
19,648
+1,576
+9% +$126K 0.05% 321
2024
Q2 		$1.41M Buy
18,072
+1,560
+9% +$118K 0.05% 333
2024
Q1 		$1.26M Buy
16,512
+1,389
+9% +$101K 0.04% 360
2023
Q4 		$1.06M Sell
15,123
-2,264
-13% -$150K 0.04% 347
2023
Q3 		$1.1M Buy
17,387
+3,506
+25% +$233K 0.06% 307
2023
Q2 		$925K Buy
13,881
+2,032
+17% +$129K 0.05% 356
2023
Q1 		$739K Sell
11,849
-135
-1% -$8.3K 0.04% 382
2022
Q4 		$723K Buy
11,984
+65
+0.5% +$3.88K 0.04% 367
2022
Q3 		$683K Hold
11,919
– – 0.05% 359
2022
Q2 		$683K Buy
+11,919
New +$722K 0.05% 359
2021
Q4 		$471K Sell
7,151
-248
-3% -$15.6K 0.03% 443
2021
Q3 		$435K Sell
7,399
-647
-8% -$39.6K 0.01% 694
2021
Q2 		$480K Buy
8,046
+72
+0.9% +$4.25K 0.02% 696
2021
Q1 		$456K Buy
+7,974
New +$438K 0.02% 642

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

Harbour Investments's DGRW Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.4% in Q1 2026, buying an estimated $177K and bringing the position to 25,050 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #467.

Harbour Investments first reported a position in DGRW in Q1 2021 and has held it in 20 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Harbour Investments held 25,050 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.2M as of Q1 2026.
  • Harbour Investments bought 1,942 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $177K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #467 holding.
  • Harbour Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 20 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.