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

Horizon 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 		$4.47M Sell
46,818
-42,420
-48% -$4.01M 0.05% 314
2026
Q1 		$7.83M Buy
89,238
+46,058
+107% +$4.19M 0.09% 200
2025
Q4 		$3.86M Buy
43,180
+90
+0.2% +$8.02K 0.05% 310
2025
Q3 		$3.83M Buy
43,090
+2,375
+6% +$206K 0.05% 281
2025
Q2 		$3.41M Sell
40,715
-1,534
-4% -$122K 0.05% 261
2025
Q1 		$3.37M Sell
42,249
-4,707
-10% -$386K 0.1% 129
2024
Q4 		$3.8M Sell
46,956
-3,200
-6% -$268K 0.11% 108
2024
Q3 		$4.17M Sell
50,156
-990
-2% -$79.3K 0.11% 95
2024
Q2 		$3.99M Sell
51,146
-1,539
-3% -$116K 0.11% 87
2024
Q1 		$4.01M Sell
52,685
-47
-0.1% -$3.43K 0.11% 101
2023
Q4 		$3.71M Sell
52,732
-1,149,554
-96% -$75.9M 0.1% 93
2023
Q3 		$76.3M Buy
1,202,286
+1,163,135
+2,971% +$77.3M 2.32% 10
2023
Q2 		$2.61M Buy
39,151
+38,238
+4,188% +$2.43M 0.08% 104
2023
Q1 		$56.9K Sell
913
-928,559
-100% -$57.1M ﹤0.01% 613
2022
Q4 		$56.1M Sell
929,472
-31,795
-3% -$1.9M 1.58% 15
2022
Q3 		$51.8M Buy
961,267
+8,309
+0.9% +$491K 1.59% 11
2022
Q2 		$54.6M Sell
952,958
-1,442,200
-60% -$87.4M 1.73% 15
2022
Q1 		$152M Buy
2,395,158
+709,947
+42% +$44.8M 4.32% 6
2021
Q4 		$111M Sell
1,685,211
-401,129
-19% -$25.2M 3.28% 9
2021
Q3 		$123M Buy
2,086,340
+1,410,531
+209% +$86.3M 3.21% 11
2021
Q2 		$40.3M Buy
+675,809
New +$39.9M 1.2% 19

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

Horizon Investments's DGRW Position: Q2 2026 in Review

Horizon Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 48% in Q2 2026, selling an estimated $4.01M and leaving 46,818 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #314.

Horizon Investments first reported a position in DGRW in Q2 2021 and has held it in 21 quarters since. The position peaked at $152M in Q1 2022. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Horizon Investments held 46,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.47M as of Q2 2026.
  • Horizon Investments sold 42,420 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.01M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Horizon Investments's portfolio in Q2 2026, its #314 holding.
  • Horizon Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 21 quarters since.
  • Horizon Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $152M in Q1 2022.
  • 792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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