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Johnson Financial Group Inc (Wisconsin)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$29.4K Buy
307
+65
+27% +$6.14K ﹤0.01% 528
2026
Q1 		$21.3K Hold
242
– – ﹤0.01% 559
2025
Q4 		$21.6K Hold
242
– – ﹤0.01% 581
2025
Q3 		$21.5K Hold
242
– – ﹤0.01% 704
2025
Q2 		$20.3K Hold
242
– – ﹤0.01% 553
2025
Q1 		$19.3K Sell
242
-229
-49% -$18.8K ﹤0.01% 718
2024
Q4 		$39.2K Buy
471
+350
+289% +$29.3K ﹤0.01% 528
2024
Q3 		$10.1K Buy
+121
New +$9.69K ﹤0.01% 679
2024
Q1 		– Sell
-800
Closed -$56.2K – 829
2023
Q4 		$56.2K Buy
+800
New +$52.8K ﹤0.01% 438

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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 $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DGRW Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 27% in Q2 2026, buying an estimated $6.14K and bringing the position to 307 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Johnson Financial Group Inc (Wisconsin) first reported a position in DGRW in Q4 2023 and has held it in 9 quarters since. The position peaked at $56.2K in Q4 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 307 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29.4K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 65 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.14K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #528 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 9 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $56.2K in Q4 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.