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Hollencrest Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hollencrest Capital Management’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 		$1.95M Buy
20,428
+59
+0.3% +$5.57K 0.13% 100
2026
Q1 		$1.79M Sell
20,369
-46
-0.2% -$4.18K 0.07% 117
2025
Q4 		$1.83M Buy
20,415
+76
+0.4% +$6.78K 0.06% 110
2025
Q3 		$1.81M Buy
20,339
+69
+0.3% +$5.99K 0.07% 110
2025
Q2 		$1.7M Sell
20,270
-123
-0.6% -$9.76K 0.07% 109
2025
Q1 		$1.63M Buy
20,393
+71
+0.3% +$5.82K 0.07% 110
2024
Q4 		$1.64M Buy
20,322
+75
+0.4% +$6.27K 0.07% 108
2024
Q3 		$1.68M Buy
20,247
+71
+0.4% +$5.69K 0.07% 108
2024
Q2 		$1.57M Buy
20,176
+76
+0.4% +$5.74K 0.07% 102
2024
Q1 		$1.53M Buy
20,100
+63
+0.3% +$4.6K 0.07% 106
2023
Q4 		$1.41M Buy
20,037
+18,957
+1,755% +$1.25M 0.13% 92
2023
Q3 		$68.6K Hold
1,080
– – 0.01% 422
2023
Q2 		$72K Sell
1,080
-320
-23% -$20.3K 0.01% 430
2023
Q1 		$87.3K Hold
1,400
– – 0.01% 391
2022
Q4 		$84.5K Buy
+1,400
New +$83.5K 0.01% 359

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

Hollencrest Capital Management's DGRW Position: Q2 2026 in Review

Hollencrest Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.29% in Q2 2026, buying an estimated $5.57K and bringing the position to 20,428 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #100.

Hollencrest Capital Management first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Hollencrest Capital Management held 20,428 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.95M as of Q2 2026.
  • Hollencrest Capital Management bought 59 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.57K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Hollencrest Capital Management's portfolio in Q2 2026, its #100 holding.
  • Hollencrest Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.