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

Optima 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 		– Sell
-411
Closed -$36.7K – 447
2025
Q4 		$36.7K Buy
+411
New +$36.6K 0.02% 347
2025
Q1 		– Sell
-3,698
Closed -$299K – 144
2024
Q4 		$299K Buy
+3,698
New +$309K 0.21% 120

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

Optima Capital's DGRW Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 411 shares — an estimated $36.7K sold.

Optima Capital first reported a position in DGRW in Q4 2024 and held it in 2 quarters. The position peaked at $299K in Q4 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 411 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $36.7K.
  • Optima Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 2 quarters.
  • Optima Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $299K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.