Ken Fisher’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ken Fisher’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	$226K	Sell	2,569 -4,978	-66%	-$453K	﹤0.01%	957
2025 Q4	$675K	Buy	+7,547	New	+$673K	﹤0.01%	734
2025 Q3	–	Sell	-5,179	Closed	-$434K	–	1029
2025 Q2	$434K	Buy	5,179 +155	+3%	+$12.3K	﹤0.01%	811
2025 Q1	$401K	Buy	5,024 +389	+8%	+$31.9K	﹤0.01%	835
2024 Q4	$375K	Buy	4,635 +876	+23%	+$73.3K	﹤0.01%	821
2024 Q3	$313K	Sell	3,759 -3,389	-47%	-$271K	﹤0.01%	826
2024 Q2	$558K	Buy	7,148 +3,755	+111%	+$284K	﹤0.01%	770
2024 Q1	$259K	Buy	+3,393	New	+$248K	﹤0.01%	894

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ken Fisher's DGRW Position: Q1 2026 in Review

Ken Fisher reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 66% in Q1 2026, selling an estimated $453K and leaving 2,569 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Ken Fisher first reported a position in DGRW in Q1 2024 and has held it in 8 quarters since. The position peaked at $675K in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Ken Fisher held 2,569 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $226K as of Q1 2026.
Ken Fisher sold 4,978 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $453K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #957 holding.
Ken Fisher first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 8 quarters since.
Ken Fisher's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $675K in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.