Institute for Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Institute for Wealth 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	$190K	Buy	+1,987	New	+$188K	0.02%	534
2020 Q1	–	Sell	-2,252	Closed	-$109K	–	433
2019 Q4	$109K	Buy	+2,252	New	+$105K	0.02%	469

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

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

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

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

Institute for Wealth Management's DGRW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 1,987 shares worth $190K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DGRW as recently as Q4 2019.

Institute for Wealth Management first reported a position in DGRW in Q4 2019 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Institute for Wealth Management held 1,987 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $190K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #534 holding.
Institute for Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 2 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.