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JT Stratford LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

JT Stratford LLC’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
Q1 		$4.7M Buy
53,499
+1,327
+3% +$121K 0.6% 36
2025
Q4 		$4.67M Sell
52,172
-890
-2% -$79.3K 0.6% 35
2025
Q3 		$4.72M Buy
53,062
+689
+1% +$59.8K 0.63% 34
2025
Q2 		$4.39M Buy
52,373
+3,411
+7% +$271K 0.66% 30
2025
Q1 		$3.91M Buy
48,962
+2,172
+5% +$178K 0.69% 28
2024
Q4 		$3.79M Buy
46,790
+1,974
+4% +$165K 0.62% 29
2024
Q3 		$3.73M Buy
44,816
+2,547
+6% +$204K 0.64% 28
2024
Q2 		$3.3M Buy
42,269
+2,416
+6% +$183K 0.61% 32
2024
Q1 		$3.04M Buy
39,853
+3,911
+11% +$285K 0.6% 32
2023
Q4 		$2.53M Sell
35,942
-1,307
-4% -$86.3K 0.58% 37
2023
Q3 		$2.36M Buy
37,249
+7,491
+25% +$498K 0.61% 32
2023
Q2 		$1.98M Buy
29,758
+3,675
+14% +$233K 0.53% 44
2023
Q1 		$1.63M Buy
26,083
+652
+3% +$40.1K 0.47% 59
2022
Q4 		$1.54M Buy
25,431
+14,057
+124% +$839K 0.49% 56
2022
Q3 		$613K Buy
11,374
+555
+5% +$32.8K 0.22% 94
2022
Q2 		$620K Buy
10,819
+1,473
+16% +$89.3K 0.2% 101
2022
Q1 		$595K Buy
9,346
+5
+0.1% +$316 0.17% 104
2021
Q4 		$615K Sell
9,341
-96
-1% -$6.03K 0.17% 118
2021
Q3 		$555K Sell
9,437
-852
-8% -$52.2K 0.17% 113
2021
Q2 		$614K Sell
10,289
-143
-1% -$8.45K 0.2% 105
2021
Q1 		$597K Sell
10,432
-13
-0.1% -$713 0.21% 103
2020
Q4 		$564K Sell
10,445
-349
-3% -$18.1K 0.21% 94
2020
Q3 		$535K Sell
10,794
-2,952
-21% -$143K 0.23% 89
2020
Q2 		$625K Buy
+13,746
New +$595K 0.32% 81

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JT Stratford LLC's DGRW Position: Q1 2026 in Review

JT Stratford LLC increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.5% in Q1 2026, buying an estimated $121K and bringing the position to 53,499 shares worth $4.7M. The position accounts for 0.6% of the portfolio, ranked #36.

JT Stratford LLC first reported a position in DGRW in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.72M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • JT Stratford LLC held 53,499 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.7M as of Q1 2026.
  • JT Stratford LLC bought 1,327 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $121K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.6% of JT Stratford LLC's portfolio in Q1 2026, its #36 holding.
  • JT Stratford LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 24 quarters since.
  • JT Stratford LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.72M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.