Northwest & Ethical Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Northwest & Ethical Investments’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
2023 Q2	–	Sell	-279,100	Closed	-$17.4M	–	391
2023 Q1	$17.4M	Hold	279,100	–	–	0.58%	49
2022 Q4	$16.8M	Buy	279,100 +231,000	+480%	+$13.8M	0.58%	47
2022 Q3	$2.59M	Buy	+48,100	New	+$2.84M	0.1%	211

Other funds holding DGRW

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Northwest & Ethical Investments's DGRW Position: Q2 2023 in Review

Northwest & Ethical Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2023, closing a stake of 279,100 shares — an estimated $17.4M sold.

Northwest & Ethical Investments first reported a position in DGRW in Q3 2022 and held it in 3 quarters. The position peaked at $17.4M in Q1 2023. 502 funds tracked by Wall St. Rank hold DGRW as of Q2 2023.

Northwest & Ethical Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Northwest & Ethical Investments sold 279,100 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2023, an estimated $17.4M.
Northwest & Ethical Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 3 quarters.
Northwest & Ethical Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $17.4M in Q1 2023.
502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2023.

Based on Northwest & Ethical Investments's 13F filing for Q2 2023, filed 9 Jul 2025.