Kirtland Hills Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kirtland Hills Capital 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 Q1	$1.08M	Buy	11,445 +5,429	+90%	+$494K	0.34%	77
2025 Q4	$538K	Buy	6,016 +1,704	+40%	+$152K	0.19%	110
2025 Q3	$384K	Buy	4,312 +1,712	+66%	+$148K	0.15%	125
2025 Q2	$218K	Buy	+2,600	New	+$206K	0.1%	145

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

Kirtland Hills Capital Management's DGRW Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 90% in Q1 2026, buying an estimated $494K and bringing the position to 11,445 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #77.

Kirtland Hills Capital Management first reported a position in DGRW in Q2 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Kirtland Hills Capital Management held 11,445 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.08M as of Q1 2026.
Kirtland Hills Capital Management bought 5,429 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $494K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.34% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #77 holding.
Kirtland Hills Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 4 quarters since.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.