Kovitz Investment Group Partners
DGRW icon

Kovitz Investment Group Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,294,595
Closed -$115M – 655
2025
Q3 		$115M Buy
1,294,595
+836
+0.1% +$72.5K 0.45% 54
2025
Q2 		$108M Buy
1,293,759
+7,582
+0.6% +$602K 0.46% 58
2025
Q1 		$103M Sell
1,286,177
-33,761
-3% -$2.77M 0.52% 53
2024
Q4 		$107M Buy
1,319,938
+30,326
+2% +$2.54M 0.52% 53
2024
Q3 		$106M Buy
1,289,612
+1,284,875
+27,124% +$103M 0.76% 33
2024
Q2 		$370K Hold
4,737
– – ﹤0.01% 697
2024
Q1 		$361K Hold
4,737
– – ﹤0.01% 559
2023
Q4 		$333K Hold
4,737
– – 0.01% 357
2023
Q3 		$301K Hold
4,737
– – 0.01% 358
2023
Q2 		$316K Sell
4,737
-114
-2% -$7.24K ﹤0.01% 368
2023
Q1 		$302K Sell
4,851
-1,400
-22% -$86K 0.01% 372
2022
Q4 		$377K Hold
6,251
– – 0.01% 346
2022
Q3 		$337K Sell
6,251
-828
-12% -$49K 0.01% 348
2022
Q2 		$406K Sell
7,079
-250
-3% -$15.2K 0.01% 349
2022
Q1 		$467K Buy
+7,329
New +$463K 0.01% 348

Other funds holding DGRW

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kovitz Investment Group Partners's DGRW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 1,294,595 shares — an estimated $115M sold.

Kovitz Investment Group Partners first reported a position in DGRW in Q1 2022 and held it in 15 quarters. The position peaked at $115M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,294,595 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $115M.
  • Kovitz Investment Group Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and held it in 15 quarters.
  • Kovitz Investment Group Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $115M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.