Ipswich Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ipswich Investment 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	$217K	Buy	+2,270	New	+$214K	0.05%	180
2026 Q1	–	Sell	-2,270	Closed	-$203K	–	190
2025 Q4	$203K	Hold	2,270	–	–	0.05%	182
2025 Q3	$202K	Buy	+2,270	New	+$197K	0.05%	183
2019 Q1	–	Sell	-2,613	Closed	-$100K	–	226
2018 Q4	$100K	Buy	+2,613	New	+$108K	0.04%	214

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 $2.02B AUM

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

Ipswich Investment Management's DGRW Position: Q2 2026 in Review

Ipswich Investment Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,270 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Ipswich Investment Management previously reported a position in DGRW as recently as Q4 2025.

Ipswich Investment Management first reported a position in DGRW in Q4 2018 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Ipswich Investment Management held 2,270 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $217K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Ipswich Investment Management position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Ipswich Investment Management's portfolio in Q2 2026, its #180 holding.
Ipswich Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 4 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.