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Insight Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Insight Advisors’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 		– Sell
-7,603
Closed -$668K – 245
2026
Q1 		$668K Sell
7,603
-166,882
-96% -$15.2M 0.13% 108
2025
Q4 		$15.6M Sell
174,485
-2,698
-2% -$240K 2.36% 8
2025
Q3 		$15.8M Buy
177,183
+1,260
+0.7% +$109K 2.41% 7
2025
Q2 		$14.7M Buy
175,923
+40,878
+30% +$3.24M 2.36% 6
2025
Q1 		$10.8M Buy
135,045
+25,341
+23% +$2.08M 1.88% 6
2024
Q4 		$8.88M Buy
109,704
+8,842
+9% +$739K 1.5% 8
2024
Q3 		$8.39M Buy
100,862
+18,656
+23% +$1.49M 1.45% 7
2024
Q2 		$6.42M Buy
82,206
+9,011
+12% +$681K 1.16% 8
2024
Q1 		$5.58M Buy
73,195
+13,141
+22% +$959K 1.07% 9
2023
Q4 		$4.22M Sell
60,054
-392
-0.6% -$25.9K 0.89% 13
2023
Q3 		$3.84M Buy
60,446
+2,502
+4% +$166K 0.88% 11
2023
Q2 		$3.86M Buy
57,944
+2,135
+4% +$136K 0.86% 14
2023
Q1 		$3.48M Sell
55,809
-1,814
-3% -$111K 0.82% 14
2022
Q4 		$3.47M Sell
57,623
-1,503
-3% -$89.7K 1.21% 10
2022
Q3 		$3.19M Sell
59,126
-33
-0.1% -$1.95K 1.25% 16
2022
Q2 		$3.61M Buy
59,159
+1,066
+2% +$64.6K 1.22% 15
2022
Q1 		$3.7M Buy
58,093
+318
+0.6% +$20.1K 1.11% 16
2021
Q4 		$3.81M Sell
57,775
-3,756
-6% -$236K 1.12% 15
2021
Q3 		$3.89M Sell
61,531
-3,911
-6% -$239K 1.16% 12
2021
Q2 		$4M Buy
65,442
+364
+0.6% +$21.5K 1.26% 15
2021
Q1 		$3.81M Buy
65,078
+4,100
+7% +$225K 1.21% 13
2020
Q4 		$3.29M Buy
+60,978
New +$3.16M 1.24% 14

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

Insight Advisors's DGRW Position: Q2 2026 in Review

Insight Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 7,603 shares — an estimated $668K sold.

Insight Advisors first reported a position in DGRW in Q4 2020 and held it in 22 quarters. The position peaked at $15.8M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Insight Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Insight Advisors sold 7,603 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $668K.
  • Insight Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 22 quarters.
  • Insight Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $15.8M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.