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DGRW icon

Herold Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Herold Advisors’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 		$2.56M Sell
29,154
-2,308
-7% -$210K 0.56% 49
2025
Q4 		$2.81M Sell
31,462
-1,230
-4% -$110K 0.63% 44
2025
Q3 		$2.91M Sell
32,692
-2,649
-7% -$230K 0.67% 40
2025
Q2 		$2.96M Sell
35,341
-4,783
-12% -$379K 0.62% 41
2025
Q1 		$3.2M Buy
40,124
+2,770
+7% +$227K 0.7% 33
2024
Q4 		$3.02M Buy
37,354
+2,390
+7% +$200K 0.66% 39
2024
Q3 		$2.91M Buy
34,964
+704
+2% +$56.4K 0.63% 44
2024
Q2 		$2.67M Buy
34,260
+1,101
+3% +$83.2K 0.62% 44
2024
Q1 		$2.53M Sell
33,159
-3,675
-10% -$268K 0.61% 46
2023
Q4 		$2.59M Buy
36,834
+495
+1% +$32.7K 0.72% 41
2023
Q3 		$2.31M Buy
36,339
+1,856
+5% +$123K 0.7% 39
2023
Q2 		$2.3M Buy
34,483
+11,699
+51% +$743K 0.7% 35
2023
Q1 		$1.42M Sell
22,784
-1,420
-6% -$87.3K 0.49% 63
2022
Q4 		$1.46M Buy
24,204
+325
+1% +$19.4K 0.62% 50
2022
Q3 		$1.29M Buy
23,879
+194
+0.8% +$11.5K 0.62% 55
2022
Q2 		$1.36M Buy
23,685
+911
+4% +$55.2K 0.6% 55
2022
Q1 		$1.45M Sell
22,774
-630
-3% -$39.8K 0.52% 62
2021
Q4 		$1.54M Buy
23,404
+1
+0% +$63 0.6% 57
2021
Q3 		$1.38M Buy
+23,403
New +$1.43M 0.54% 59

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

Herold Advisors's DGRW Position: Q1 2026 in Review

Herold Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.3% in Q1 2026, selling an estimated $210K and leaving 29,154 shares worth $2.56M. The position accounts for 0.56% of the portfolio, ranked #49.

Herold Advisors first reported a position in DGRW in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q1 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Herold Advisors held 29,154 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.56M as of Q1 2026.
  • Herold Advisors sold 2,308 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $210K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.56% of Herold Advisors's portfolio in Q1 2026, its #49 holding.
  • Herold Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.2M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.