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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
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 $1.37T 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

Interchange Capital Partners's DGRW Position: Q1 2026 in Review

Interchange Capital Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q1 2026, buying an estimated $85.3K and bringing the position to 18,434 shares worth $1.47M. The position accounts for 0.46% of the portfolio, ranked #56.

Interchange Capital Partners first reported a position in DGRW in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.02M in Q2 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Interchange Capital Partners held 18,434 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.47M as of Q1 2026.
  • Interchange Capital Partners bought 938 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $85.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.46% of Interchange Capital Partners's portfolio in Q1 2026, its #56 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 15 quarters since.
  • Interchange Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.02M in Q2 2023.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.