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New World Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

New World Advisors’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 		$834K Buy
9,491
+2,865
+43% +$261K 0.15% 22
2025
Q4 		$593K Buy
6,626
+60
+0.9% +$5.35K 0.1% 28
2025
Q3 		$584K Hold
6,566
– – 0.11% 29
2025
Q2 		$550K Buy
6,566
+119
+2% +$9.44K 0.12% 30
2025
Q1 		$515K Hold
6,447
– – 0.12% 32
2024
Q4 		$522K Sell
6,447
-117
-2% -$9.78K 0.13% 30
2024
Q3 		$546K Buy
6,564
+201
+3% +$16.1K 0.14% 25
2024
Q2 		$497K Buy
6,363
+625
+11% +$47.2K 0.14% 26
2024
Q1 		$437K Sell
5,738
-715
-11% -$52.2K 0.13% 32
2023
Q4 		$453K Buy
6,453
+308
+5% +$20.3K 0.14% 29
2023
Q3 		$390K Sell
6,145
-501
-8% -$33.3K 0.14% 27
2023
Q2 		$443K Buy
6,646
+440
+7% +$27.9K 0.16% 23
2023
Q1 		$387K Hold
6,206
– – 0.15% 33
2022
Q4 		$375K Hold
6,206
– – 0.13% 36
2022
Q3 		$335K Hold
6,206
– – 0.16% 25
2022
Q2 		$356K Hold
6,206
– – 0.19% 30
2022
Q1 		$397K Hold
6,206
– – 0.21% 29
2021
Q4 		$409K Buy
6,206
+5
+0.1% +$314 0.19% 39
2021
Q3 		$384K Buy
+6,201
New +$380K 0.18% 37
2021
Q2 		– Sell
-6,186
Closed -$354K – 98
2021
Q1 		$354K Buy
+6,186
New +$339K 0.19% 15

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

New World Advisors's DGRW Position: Q1 2026 in Review

New World Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 43% in Q1 2026, buying an estimated $261K and bringing the position to 9,491 shares worth $834K. The position accounts for 0.15% of the portfolio, ranked #22.

New World Advisors first reported a position in DGRW in Q1 2021 and has held it in 20 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • New World Advisors held 9,491 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $834K as of Q1 2026.
  • New World Advisors bought 2,865 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $261K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of New World Advisors's portfolio in Q1 2026, its #22 holding.
  • New World Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 20 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.