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

Interchange Capital Partners’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 		$1.37M Sell
14,294
-4,140
-22% -$391K 0.26% 92
2026
Q1 		$1.47M Buy
18,434
+938
+5% +$85.3K 0.46% 56
2025
Q4 		$1.56M Sell
17,496
-352
-2% -$31.4K 0.29% 71
2025
Q3 		$1.59M Sell
17,848
-415
-2% -$36K 0.31% 64
2025
Q2 		$1.53M Sell
18,263
-171
-0.9% -$13.6K 0.35% 54
2025
Q1 		$1.47M Sell
18,434
-135
-0.7% -$11.1K 0.41% 54
2024
Q4 		$1.5M Sell
18,569
-2,425
-12% -$203K 0.54% 51
2024
Q3 		$1.75M Sell
20,994
-510
-2% -$40.9K 0.61% 42
2024
Q2 		$1.68M Sell
21,504
-3,601
-14% -$272K 0.61% 41
2024
Q1 		$1.9M Sell
25,105
-1,212
-5% -$88.4K 1.28% 18
2023
Q4 		$1.85M Sell
26,317
-3,382
-11% -$223K 1.38% 17
2023
Q3 		$1.89M Sell
29,699
-545
-2% -$36.2K 1.5% 18
2023
Q2 		$2.02M Buy
30,244
+911
+3% +$57.9K 1.54% 17
2023
Q1 		$1.83M Buy
29,333
+1,170
+4% +$71.9K 0.99% 23
2022
Q4 		$1.7M Buy
28,163
+15,068
+115% +$899K 1.73% 13
2022
Q3 		$705K Buy
+13,095
New +$774K 0.77% 33

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

Interchange Capital Partners's DGRW Position: Q2 2026 in Review

Interchange Capital Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 22% in Q2 2026, selling an estimated $391K and leaving 14,294 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #92.

Interchange Capital Partners first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2023. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Interchange Capital Partners held 14,294 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.37M as of Q2 2026.
  • Interchange Capital Partners sold 4,140 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $391K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.26% of Interchange Capital Partners's portfolio in Q2 2026, its #92 holding.
  • Interchange Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • Interchange Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.02M in Q2 2023.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.