Interchange Capital Partners
DGRW icon

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
Q3 		$1.39M Sell
14,252
-42
-0.3% -$4.11K 0.23% 93
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% -$40.8K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Interchange Capital Partners's DGRW Position: Q3 2026 in Review

Interchange Capital Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.29% in Q3 2026, selling an estimated $4.11K and leaving 14,252 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #93.

Interchange Capital Partners first reported a position in DGRW in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.02M in Q2 2023. 472 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Interchange Capital Partners held 14,252 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.39M as of Q3 2026.
  • Interchange Capital Partners sold 42 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $4.11K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Interchange Capital Partners's portfolio in Q3 2026, its #93 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 17 quarters since.
  • Interchange Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.02M in Q2 2023.
  • 472 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.