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

Northwest Capital 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
2025 Q3	–	Sell	-462	Closed	-$38.7K	–	272
2025 Q2	$38.7K	Sell	462 -2,178	-83%	-$173K	0.02%	182
2025 Q1	$211K	Sell	2,640 -1,033	-28%	-$84.6K	0.09%	113
2024 Q4	$297K	Buy	3,673 +39	+1%	+$3.26K	0.13%	81
2024 Q3	$302K	Buy	3,634 +1,327	+58%	+$106K	0.11%	83
2024 Q2	$180K	Sell	2,307 -410	-15%	-$31K	0.07%	114
2024 Q1	$207K	Buy	2,717 +95	+4%	+$6.93K	0.07%	120
2023 Q4	$184K	Sell	2,622 -19	-0.7%	-$1.25K	0.06%	125
2023 Q3	$168K	Buy	2,641 +504	+24%	+$33.5K	0.06%	120
2023 Q2	$142K	Buy	+2,137	New	+$136K	0.06%	137

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Capital Management's DGRW Position: Q3 2025 in Review

Northwest Capital Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 462 shares — an estimated $38.7K sold.

Northwest Capital Management first reported a position in DGRW in Q2 2023 and held it in 9 quarters. The position peaked at $302K in Q3 2024. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Northwest Capital Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 462 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $38.7K.
Northwest Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $302K in Q3 2024.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.