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

Howard 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 Q1	–	Sell	-80,848	Closed	-$7.23M	–	356
2025 Q4	$7.23M	Buy	80,848 +5,028	+7%	+$448K	0.09%	64
2025 Q3	$6.74M	Buy	75,820 +5,662	+8%	+$491K	0.09%	63
2025 Q2	$5.88M	Buy	70,158 +10,948	+18%	+$869K	0.09%	62
2025 Q1	$4.73M	Buy	59,210 +7,017	+13%	+$575K	0.12%	63
2024 Q4	$4.22M	Buy	52,193 +10,357	+25%	+$866K	0.07%	90
2024 Q3	$3.48M	Buy	41,836 +6,088	+17%	+$488K	0.06%	100
2024 Q2	$2.79M	Buy	35,748 +2,396	+7%	+$181K	0.27%	27
2024 Q1	$2.54M	Buy	33,352 +2,704	+9%	+$197K	0.28%	28
2023 Q4	$2.15M	Buy	30,648 +2,612	+9%	+$173K	0.27%	29
2023 Q3	$1.78M	Buy	28,036 +10,253	+58%	+$681K	0.24%	30
2023 Q2	$1.19M	Buy	+17,783	New	+$1.13M	0.16%	36

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Howard Capital Management's DGRW Position: Q1 2026 in Review

Howard Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 80,848 shares — an estimated $7.23M sold.

Howard Capital Management first reported a position in DGRW in Q2 2023 and held it in 11 quarters. The position peaked at $7.23M in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Howard Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Howard Capital Management sold 80,848 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.23M.
Howard Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 11 quarters.
Howard Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.23M in Q4 2025.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.