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

NewSquare Capital’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 		$1.56M Buy
17,751
+870
+5% +$79.1K 0.14% 126
2025
Q4 		$1.51M Buy
16,881
+1,625
+11% +$145K 0.13% 117
2025
Q3 		$1.36M Buy
15,256
+159
+1% +$13.8K 0.09% 129
2025
Q2 		$1.26M Buy
15,097
+1,027
+7% +$81.5K 0.09% 120
2025
Q1 		$1.12M Buy
14,070
+132
+0.9% +$10.8K 0.09% 121
2024
Q4 		$1.13M Buy
13,938
+267
+2% +$22.3K 0.09% 118
2024
Q3 		$1.14M Sell
13,671
-169
-1% -$13.5K 0.09% 118
2024
Q2 		$1.08M Buy
13,840
+190
+1% +$14.4K 0.09% 116
2024
Q1 		$1.04M Buy
13,650
+3,120
+30% +$228K 0.09% 116
2023
Q4 		$740K Sell
10,530
-2,620
-20% -$173K 0.07% 128
2023
Q3 		$835K Buy
13,150
+50
+0.4% +$3.32K 0.09% 121
2023
Q2 		$873K Buy
13,100
+40
+0.3% +$2.54K 0.09% 119
2023
Q1 		$814K Buy
13,060
+595
+5% +$36.6K 0.1% 121
2022
Q4 		$752K Buy
12,465
+320
+3% +$19.1K 0.09% 121
2022
Q3 		$655K Sell
12,145
-12,255
-50% -$725K 0.08% 128
2022
Q2 		$1.4M Buy
24,400
+510
+2% +$30.9K 0.18% 109
2022
Q1 		$1.52M Buy
23,890
+7,135
+43% +$450K 0.16% 115
2021
Q4 		$1.1M Buy
16,755
+5,195
+45% +$326K 0.12% 120
2021
Q3 		$680K Buy
11,560
+960
+9% +$58.8K 0.08% 129
2021
Q2 		$633K Buy
10,600
+1,105
+12% +$65.3K 0.08% 134
2021
Q1 		$543K Buy
9,495
+1,580
+20% +$86.7K 0.07% 129
2020
Q4 		$427K Buy
7,915
+4,635
+141% +$240K 0.06% 134
2020
Q3 		$163K Buy
3,280
+1,245
+61% +$60.4K 0.03% 132
2020
Q2 		$93K Buy
+2,035
New +$88.1K 0.02% 150

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

NewSquare Capital's DGRW Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.2% in Q1 2026, buying an estimated $79.1K and bringing the position to 17,751 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #126.

NewSquare Capital first reported a position in DGRW in Q2 2020 and has held it in 24 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • NewSquare Capital held 17,751 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.56M as of Q1 2026.
  • NewSquare Capital bought 870 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $79.1K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of NewSquare Capital's portfolio in Q1 2026, its #126 holding.
  • NewSquare Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 24 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.