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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
Q2 		$1.89M Sell
19,730
-5,320
-21% -$503K 0.03% 564
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 $1.55T 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
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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

Harbour Investments's DGRW Position: Q2 2026 in Review

Harbour Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, selling an estimated $503K and leaving 19,730 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #564.

Harbour Investments first reported a position in DGRW in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.2M in Q1 2026. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Harbour Investments held 19,730 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.89M as of Q2 2026.
  • Harbour Investments sold 5,320 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $503K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #564 holding.
  • Harbour Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.2M in Q1 2026.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.