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Indiana Trust & Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Indiana Trust & Investment 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 		$21.7K Hold
227
– – 0.01% 361
2026
Q1 		$19.9K Hold
227
– – 0.01% 362
2025
Q4 		$20.3K Hold
227
– – 0.01% 348
2025
Q3 		$20.2K Sell
227
-83
-27% -$7.2K 0.01% 346
2025
Q2 		$26K Hold
310
– – 0.01% 326
2025
Q1 		$24.8K Hold
310
– – 0.01% 327
2024
Q4 		$25.1K Buy
310
+83
+37% +$6.94K 0.01% 329
2024
Q3 		$18.9K Buy
+227
New +$18.2K 0.01% 363

Other funds holding DGRW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Indiana Trust & Investment Management's DGRW Position: Q2 2026 in Review

Indiana Trust & Investment Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 227 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #361.

Indiana Trust & Investment Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $26K in Q2 2025. 410 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Indiana Trust & Investment Management held 227 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.7K as of Q2 2026.
  • Indiana Trust & Investment Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #361 holding.
  • Indiana Trust & Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
  • Indiana Trust & Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $26K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.