Jim Simons
DGRW icon

Jim Simons’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Jim Simons’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
-73,700
Closed -$6.56M – 3347
2025
Q3 		$6.56M Buy
73,700
+59,500
+419% +$5.16M 0.01% 1330
2025
Q2 		$1.19M Buy
+14,200
New +$1.13M ﹤0.01% 2412
2024
Q4 		– Sell
-53,400
Closed -$4.44M – 3643
2024
Q3 		$4.44M Buy
53,400
+35,000
+190% +$2.8M 0.01% 1523
2024
Q2 		$1.44M Sell
18,400
-49,300
-73% -$3.73M ﹤0.01% 2099
2024
Q1 		$5.16M Sell
67,700
-26,100
-28% -$1.9M 0.01% 1385
2023
Q4 		$6.59M Buy
93,800
+78,300
+505% +$5.17M 0.01% 1177
2023
Q3 		$984K Sell
15,500
-39,000
-72% -$2.59M ﹤0.01% 2311
2023
Q2 		$3.63M Buy
54,500
+38,900
+249% +$2.47M 0.01% 1607
2023
Q1 		$973K Buy
15,600
+7,400
+90% +$455K ﹤0.01% 2495
2022
Q4 		$495K Buy
+8,200
New +$489K ﹤0.01% 2949
2022
Q2 		– Sell
-5,200
Closed -$331K – 4287
2022
Q1 		$331K Sell
5,200
-7,400
-59% -$467K ﹤0.01% 3428
2021
Q4 		$830K Buy
12,600
+8,200
+186% +$515K ﹤0.01% 2778
2021
Q3 		$259K Buy
+4,400
New +$269K ﹤0.01% 3126
2021
Q2 		– Sell
-18,000
Closed -$1.03M – 3517
2021
Q1 		$1.03M Buy
+18,000
New +$988K ﹤0.01% 2600
2020
Q3 		– Sell
-7,600
Closed -$346K – 3432
2020
Q2 		$346K Buy
+7,600
New +$329K ﹤0.01% 2991
2020
Q1 		– Sell
-19,000
Closed -$921K – 3501
2019
Q4 		$921K Buy
+19,000
New +$887K ﹤0.01% 2675
2019
Q3 		– Sell
-10,600
Closed -$463K – 3465
2019
Q2 		$463K Buy
10,600
+4,900
+86% +$212K ﹤0.01% 3021
2019
Q1 		$245K Buy
+5,700
New +$235K ﹤0.01% 3155
2018
Q4 		– Sell
-8,100
Closed -$359K – 3414
2018
Q3 		$359K Buy
+8,100
New +$350K ﹤0.01% 2960
2018
Q1 		– Sell
-6,200
Closed -$257K – 3398
2017
Q4 		$257K Buy
+6,200
New +$247K ﹤0.01% 3067

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jim Simons's DGRW Position: Q4 2025 in Review

Jim Simons sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 73,700 shares — an estimated $6.56M sold.

Jim Simons first reported a position in DGRW in Q4 2017 and held it in 20 quarters. The position peaked at $6.59M in Q4 2023. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Jim Simons reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 73,700 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $6.56M.
  • Jim Simons first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 20 quarters.
  • Jim Simons's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.59M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.