North Star Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

North Star Investment 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	$25.4K	Hold	266	–	–	﹤0.01%	880
2026 Q1	$23.4K	Hold	266	–	–	﹤0.01%	874
2025 Q4	$23.8K	Hold	266	–	–	﹤0.01%	815
2025 Q3	$23.7K	Hold	266	–	–	﹤0.01%	793
2025 Q2	$22.3K	Hold	266	–	–	﹤0.01%	777
2025 Q1	$21.2K	Hold	266	–	–	﹤0.01%	750
2024 Q4	$21.5K	Hold	266	–	–	﹤0.01%	745
2024 Q3	$22.1K	Hold	266	–	–	﹤0.01%	714
2024 Q2	$20.8K	Hold	266	–	–	﹤0.01%	711
2024 Q1	$20.3K	Buy	+266	New	+$19.4K	﹤0.01%	740

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

North Star Investment Management's DGRW Position: Q2 2026 in Review

North Star Investment Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 266 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

North Star Investment Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

North Star Investment Management held 266 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $25.4K as of Q2 2026.
North Star Investment 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 ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #880 holding.
North Star Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.