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

Narwhal 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 Q2	$2.08M	Hold	21,779	–	–	0.14%	84
2026 Q1	$1.91M	Hold	21,779	–	–	0.14%	83
2025 Q4	$1.95M	Hold	21,779	–	–	0.14%	80
2025 Q3	$1.94M	Hold	21,779	–	–	0.14%	83
2025 Q2	$1.82M	Hold	21,779	–	–	0.15%	87
2025 Q1	$1.74M	Hold	21,779	–	–	0.16%	88
2024 Q4	$1.76M	Sell	21,779 -5,500	-20%	-$460K	0.16%	88
2024 Q3	$2.27M	Sell	27,279 -1	-0%	-$80	0.2%	78
2024 Q2	$2.13M	Hold	27,280	–	–	0.2%	79
2024 Q1	$2.08M	Hold	27,280	–	–	0.2%	82
2023 Q4	$1.92M	Hold	27,280	–	–	0.21%	81
2023 Q3	$1.73M	Buy	27,280 +1,750	+7%	+$116K	0.21%	82
2023 Q2	$1.7M	Buy	+25,530	New	+$1.62M	0.2%	83

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Narwhal Capital Management's DGRW Position: Q2 2026 in Review

Narwhal Capital Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 21,779 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #84.

Narwhal Capital Management first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.27M in Q3 2024. 269 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Narwhal Capital Management held 21,779 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.08M as of Q2 2026.
Narwhal Capital 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 0.14% of Narwhal Capital Management's portfolio in Q2 2026, its #84 holding.
Narwhal Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Narwhal Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.27M in Q3 2024.
269 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.