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

NewEdge Wealth’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 		$31.5M Sell
329,817
-36,912
-10% -$3.49M 0.32% 76
2026
Q1 		$32.2M Sell
366,729
-16,861
-4% -$1.53M 0.38% 65
2025
Q4 		$34.3M Buy
383,590
+41,476
+12% +$3.7M 0.39% 57
2025
Q3 		$30.3M Sell
342,114
-107,726
-24% -$9.34M 0.43% 52
2025
Q2 		$38.5M Sell
449,840
-15,969
-3% -$1.27M 0.6% 39
2025
Q1 		$37.2M Sell
465,809
-49,503
-10% -$4.06M 0.67% 34
2024
Q4 		$41.7M Buy
515,312
+10,449
+2% +$874K 0.72% 30
2024
Q3 		$42M Buy
504,863
+5,898
+1% +$472K 0.76% 32
2024
Q2 		$38.9M Sell
498,965
-6,321
-1% -$478K 0.84% 24
2024
Q1 		$37M Buy
505,286
+26,229
+5% +$1.91M 0.83% 26
2023
Q4 		$33.7M Sell
479,057
-1,674
-0.3% -$111K 0.86% 24
2023
Q3 		$30.5M Buy
480,731
+63,941
+15% +$4.25M 0.97% 19
2023
Q2 		$27.8M Buy
416,790
+63,635
+18% +$4.04M 0.93% 19
2023
Q1 		$22M Buy
353,155
+8,016
+2% +$493K 0.84% 24
2022
Q4 		$20.8M Buy
345,139
+43,596
+14% +$2.6M 0.9% 25
2022
Q3 		$16.3M Buy
+301,543
New +$17.8M 0.77% 28

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 Wealth's DGRW Position: Q2 2026 in Review

NewEdge Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q2 2026, selling an estimated $3.49M and leaving 329,817 shares worth $31.5M. The position accounts for 0.32% of the portfolio, ranked #76.

NewEdge Wealth first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $42M in Q3 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • NewEdge Wealth held 329,817 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $31.5M as of Q2 2026.
  • NewEdge Wealth sold 36,912 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.49M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.32% of NewEdge Wealth's portfolio in Q2 2026, its #76 holding.
  • NewEdge Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $42M in Q3 2024.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.