IC
DGRW icon

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

IEQ Capital’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 		$1.92M Hold
21,818
– – 0.01% 783
2025
Q4 		$1.95M Buy
21,818
+12
+0.1% +$1.07K 0.01% 803
2025
Q3 		$1.94M Sell
21,806
-533
-2% -$46.2K 0.01% 781
2025
Q2 		$1.87M Sell
22,339
-1,595
-7% -$127K 0.01% 659
2025
Q1 		$1.91M Buy
23,934
+1,345
+6% +$110K 0.02% 595
2024
Q4 		$1.83M Buy
22,589
+13
+0.1% +$1.09K 0.02% 518
2024
Q3 		$1.88M Buy
22,576
+11
+0% +$881 0.02% 390
2024
Q2 		$1.76M Buy
22,565
+3,838
+20% +$290K 0.02% 362
2024
Q1 		$1.43M Buy
18,727
+10
+0.1% +$730 0.02% 383
2023
Q4 		$1.32M Buy
18,717
+3,009
+19% +$199K 0.02% 363
2023
Q3 		$997K Hold
15,708
– – 0.02% 402
2023
Q2 		$1.05M Hold
15,708
– – 0.02% 384
2023
Q1 		$979K Hold
15,708
– – 0.02% 391
2022
Q4 		$948K Hold
15,708
– – 0.03% 375
2022
Q3 		$847K Hold
15,708
– – 0.02% 401
2022
Q2 		$900K Hold
15,708
– – 0.03% 329
2022
Q1 		$1M Hold
15,708
– – 0.02% 329
2021
Q4 		$1.03M Hold
15,708
– – 0.02% 298
2021
Q3 		$924K Hold
15,708
– – 0.02% 307
2021
Q2 		$937K Buy
+15,708
New +$928K 0.03% 263

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

IEQ Capital's DGRW Position: Q1 2026 in Review

IEQ Capital held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 21,818 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #783.

IEQ Capital first reported a position in DGRW in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.95M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • IEQ Capital held 21,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.92M as of Q1 2026.
  • IEQ Capital left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #783 holding.
  • IEQ Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 20 quarters since.
  • IEQ Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.95M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.