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DGRW icon

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

NewEdge 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
Q2 		$51M Sell
533,206
-28,033
-5% -$2.65M 0.15% 132
2026
Q1 		$49.3M Buy
561,239
+34,683
+7% +$3.15M 0.18% 119
2025
Q4 		$47.1M Sell
526,556
-69,487
-12% -$6.19M 0.17% 117
2025
Q3 		$53M Sell
596,043
-2,811
-0.5% -$244K 0.24% 81
2025
Q2 		$50.1M Buy
598,854
+12,552
+2% +$996K 0.26% 76
2025
Q1 		$46.8M Buy
586,302
+59,477
+11% +$4.87M 0.28% 74
2024
Q4 		$42.6M Buy
526,825
+17,139
+3% +$1.43M 0.26% 77
2024
Q3 		$42.4M Buy
509,686
+127,014
+33% +$10.2M 0.28% 80
2024
Q2 		$29.9M Buy
382,672
+49,648
+15% +$3.75M 0.22% 101
2024
Q1 		$25.4M Buy
333,024
+292,516
+722% +$21.3M 0.22% 100
2023
Q4 		$2.86M Buy
40,508
+10,294
+34% +$680K 0.03% 535
2023
Q3 		$1.92M Buy
30,214
+8,520
+39% +$566K 0.02% 609
2023
Q2 		$1.45M Buy
21,694
+19,605
+938% +$1.25M 0.02% 708
2023
Q1 		$130K Sell
2,089
-3,772
-64% -$232K ﹤0.01% 1665
2022
Q4 		$228K Buy
+5,861
New +$350K 0.01% 1130
2022
Q3 		– Sell
-5,747
Closed -$329K – 1560
2022
Q2 		$329K Buy
+5,747
New +$348K 0.01% 1170
2022
Q1 		– Sell
-6,246
Closed -$412K – 1263
2021
Q4 		$412K Buy
+6,246
New +$392K 0.01% 1167
2021
Q1 		– Sell
-4,147
Closed -$224K – 1049
2020
Q4 		$224K Sell
4,147
-57
-1% -$2.95K 0.01% 860
2020
Q3 		$208K Buy
+4,204
New +$204K 0.01% 816
2017
Q3 		– Sell
-660
Closed -$24.3K – 538
2017
Q2 		$24.3K Buy
+660
New +$23.9K ﹤0.01% 680

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's DGRW Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5% in Q2 2026, selling an estimated $2.65M and leaving 533,206 shares worth $51M. The position accounts for 0.15% of the portfolio, ranked #132.

NewEdge Advisors first reported a position in DGRW in Q2 2017 and has held it in 20 quarters since. The position peaked at $53M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • NewEdge Advisors held 533,206 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $51M as of Q2 2026.
  • NewEdge Advisors sold 28,033 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.65M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of NewEdge Advisors's portfolio in Q2 2026, its #132 holding.
  • NewEdge Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $53M in Q3 2025.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.