Investors Research Corp’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Investors Research Corp’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
2025 Q4	–	Sell	-73	Closed	-$6.49K	–	853
2025 Q3	$6.49K	Hold	73	–	–	﹤0.01%	684
2025 Q2	$6.11K	Hold	73	–	–	﹤0.01%	724
2025 Q1	$5.83K	Hold	73	–	–	﹤0.01%	743
2024 Q4	$5.91K	Hold	73	–	–	﹤0.01%	734
2024 Q3	$6.07K	Hold	73	–	–	﹤0.01%	750
2024 Q2	$5.7K	Buy	+73	New	+$5.52K	﹤0.01%	802
2023 Q2	–	Sell	-425	Closed	-$26.5K	–	1097
2023 Q1	$26.5K	Hold	425	–	–	0.01%	618
2022 Q4	$25.7K	Hold	425	–	–	0.01%	619
2022 Q3	$23K	Hold	425	–	–	0.01%	626
2022 Q2	$24K	Hold	425	–	–	0.01%	617
2022 Q1	$27K	Hold	425	–	–	0.01%	603
2021 Q4	$28K	Hold	425	–	–	0.01%	606
2021 Q3	$25K	Hold	425	–	–	0.01%	632
2021 Q2	$25K	Hold	425	–	–	0.01%	635
2021 Q1	$24K	Hold	425	–	–	0.01%	649
2020 Q4	$23K	Buy	425 +3	+0.7%	+$155	0.01%	697
2020 Q3	$21K	Buy	422 +1	+0.2%	+$49	0.01%	678
2020 Q2	$19K	Buy	421 +3	+0.7%	+$130	0.01%	684
2020 Q1	$16K	Buy	418 +2	+0.5%	+$91	0.01%	669
2019 Q4	$20K	Buy	416 +3	+0.7%	+$140	0.01%	712
2019 Q3	$19K	Buy	413 +3	+0.7%	+$133	0.01%	720
2019 Q2	$18K	Buy	410 +3	+0.7%	+$130	0.01%	721
2019 Q1	$18K	Buy	+407	New	+$16.8K	0.01%	709

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Investors Research Corp's DGRW Position: Q4 2025 in Review

Investors Research Corp sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 73 shares — an estimated $6.49K sold.

Investors Research Corp first reported a position in DGRW in Q1 2019 and held it in 23 quarters. The position peaked at $28K in Q4 2021. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Investors Research Corp reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Investors Research Corp sold 73 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $6.49K.
Investors Research Corp first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 23 quarters.
Investors Research Corp's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $28K in Q4 2021.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.