Kayne Anderson Rudnick Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$25.1K	Hold	262	–	–	﹤0.01%	675
2026 Q1	$23K	Hold	262	–	–	﹤0.01%	639
2025 Q4	$23.4K	Hold	262	–	–	﹤0.01%	651
2025 Q3	$23.3K	Hold	262	–	–	﹤0.01%	659
2025 Q2	$21.9K	Hold	262	–	–	﹤0.01%	667
2025 Q1	$20.9K	Hold	262	–	–	﹤0.01%	648
2024 Q4	$21.2K	Hold	262	–	–	﹤0.01%	630
2024 Q3	$21.8K	Hold	262	–	–	﹤0.01%	606
2024 Q2	$20.4K	Hold	262	–	–	﹤0.01%	586
2024 Q1	$20K	Buy	+262	New	+$19.1K	﹤0.01%	591

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 $104B AUM 28.3% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management's DGRW Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 262 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Kayne Anderson Rudnick Investment Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 262 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $25.1K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #675 holding.
Kayne Anderson Rudnick Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.