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Jeff Yass’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Jeff Yass’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 		$421K Hold
4,400
– – ﹤0.01% 10297
2026
Q1 		$386K Buy
+4,400
New +$400K ﹤0.01% 10299
2025
Q2 		– Sell
-3,600
Closed -$287K – 12838
2025
Q1 		$287K Sell
3,600
-4,100
-53% -$336K ﹤0.01% 10152
2024
Q4 		$623K Sell
7,700
-8,400
-52% -$702K ﹤0.01% 8133
2024
Q3 		$1.34M Buy
16,100
+10,000
+164% +$801K ﹤0.01% 6165
2024
Q2 		$476K Buy
6,100
+400
+7% +$30.2K ﹤0.01% 8372
2024
Q1 		$434K Sell
5,700
-2,100
-27% -$153K ﹤0.01% 8857
2023
Q4 		$548K Buy
7,800
+900
+13% +$59.4K ﹤0.01% 8434
2023
Q3 		$438K Sell
6,900
-1,200
-15% -$79.7K ﹤0.01% 8545
2023
Q2 		$540K Hold
8,100
– – ﹤0.01% 8131
2023
Q1 		$505K Buy
8,100
+400
+5% +$24.6K ﹤0.01% 8538
2022
Q4 		$465K Buy
7,700
+3,800
+97% +$227K ﹤0.01% 8066
2022
Q3 		$210K Sell
3,900
-7,200
-65% -$426K ﹤0.01% 10715
2022
Q2 		$636K Buy
11,100
+5,700
+106% +$346K ﹤0.01% 7675
2022
Q1 		$344K Sell
5,400
-3,200
-37% -$202K ﹤0.01% 9923
2021
Q4 		$566K Buy
8,600
+1,500
+21% +$94.2K ﹤0.01% 8839
2021
Q3 		$418K Sell
7,100
-40,600
-85% -$2.49M ﹤0.01% 9834
2021
Q2 		$2.85M Buy
47,700
+18,100
+61% +$1.07M ﹤0.01% 5142
2021
Q1 		$1.69M Buy
29,600
+2,500
+9% +$137K ﹤0.01% 6326
2020
Q4 		$1.46M Buy
27,100
+7,900
+41% +$409K ﹤0.01% 5800
2020
Q3 		$952K Sell
19,200
-200
-1% -$9.71K ﹤0.01% 6233
2020
Q2 		$883K Buy
19,400
+12,200
+169% +$528K ﹤0.01% 6196
2020
Q1 		$280K Buy
7,200
+1,200
+20% +$54.5K ﹤0.01% 8109
2019
Q4 		$291K Buy
+6,000
New +$280K ﹤0.01% 8079
2018
Q3 		– Sell
-9,600
Closed -$394K – 9382
2018
Q2 		$394K Sell
9,600
-13,000
-58% -$534K ﹤0.01% 7289
2018
Q1 		$912K Buy
22,600
+5,800
+35% +$244K ﹤0.01% 5445
2017
Q4 		$696K Buy
+16,800
New +$670K ﹤0.01% 5961

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's DGRW Position: Q2 2026 in Review

Jeff Yass opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 20,811 shares worth $1.99M. The stake represents ﹤0.01% of the portfolio and ranks #6483 among its holdings. This is a return to the name: Jeff Yass previously reported a position in DGRW as recently as Q4 2025.

Jeff Yass first reported a position in DGRW in Q1 2014 and has held it in 38 quarters since. The position peaked at $5.28M in Q1 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Jeff Yass held 20,811 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.99M as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Jeff Yass position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6483 holding.
  • Jeff Yass first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2014 and has held it in 38 quarters since.
  • Jeff Yass's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.28M in Q1 2021.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.