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

Hobbs Group 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	$5.25M	Sell	59,790 -979	-2%	-$89K	1.57%	11
2025 Q4	$5.43M	Sell	60,769 -6,037	-9%	-$538K	1.64%	11
2025 Q3	$5.94M	Sell	66,806 -5,655	-8%	-$490K	1.85%	12
2025 Q2	$6.07M	Sell	72,461 -4,865	-6%	-$386K	2.07%	11
2025 Q1	$6.18M	Sell	77,326 -13,519	-15%	-$1.11M	2.35%	10
2024 Q4	$7.35M	Sell	90,845 -56,959	-39%	-$4.76M	2.76%	9
2024 Q3	$12.3M	Buy	147,804 +8,684	+6%	+$696K	4.41%	5
2024 Q2	$10.9M	Buy	+139,120	New	+$10.5M	4.13%	5
2023 Q4	$14M	Buy	+198,878	New	+$13.1M	6.23%	3

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hobbs Group Advisors's DGRW Position: Q1 2026 in Review

Hobbs Group Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q1 2026, selling an estimated $89K and leaving 59,790 shares worth $5.25M. The position accounts for 1.57% of the portfolio, ranked #11.

Hobbs Group Advisors first reported a position in DGRW in Q4 2023 and has held it in 9 quarters since. The position peaked at $14M in Q4 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Hobbs Group Advisors held 59,790 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.25M as of Q1 2026.
Hobbs Group Advisors sold 979 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $89K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.57% of Hobbs Group Advisors's portfolio in Q1 2026, its #11 holding.
Hobbs Group Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 9 quarters since.
Hobbs Group Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14M in Q4 2023.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.