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

Osbon 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
2026 Q1	$3.67M	Sell	41,794 -2,056	-5%	-$187K	3%	7
2025 Q4	$3.92M	Buy	+43,850	New	+$3.91M	3.67%	5

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Osbon Capital Management's DGRW Position: Q1 2026 in Review

Osbon Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q1 2026, selling an estimated $187K and leaving 41,794 shares worth $3.67M. The position accounts for 3% of the portfolio, ranked #7.

Osbon Capital Management first reported a position in DGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.92M in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Osbon Capital Management held 41,794 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.67M as of Q1 2026.
Osbon Capital Management sold 2,056 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $187K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3% of Osbon Capital Management's portfolio in Q1 2026, its #7 holding.
Osbon Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
Osbon Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.92M in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.