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
2025 Q4	–	Sell	-5,800	Closed	-$516K	–	12578
2025 Q3	$516K	Buy	+5,800	New	+$503K	﹤0.01%	8874
2021 Q3	–	Sell	-4,600	Closed	-$274K	–	12859
2021 Q2	$274K	Buy	+4,600	New	+$272K	﹤0.01%	10970
2020 Q1	–	Sell	-5,100	Closed	-$247K	–	10334
2019 Q4	$247K	Buy	+5,100	New	+$238K	﹤0.01%	8378
2016 Q3	–	Sell	-7,000	Closed	-$221K	–	8484
2016 Q2	$221K	Buy	+7,000	New	+$219K	﹤0.01%	7428

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 $103B AUM 28.65% 1-Year Est. Return

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.