Pacifica Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pacifica Partners’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 Q2	–	Sell	-95	Closed	-$7.34K	–	530
2025 Q1	$7.34K	Hold	95	–	–	﹤0.01%	355
2024 Q4	$7.67K	Sell	95 -9	-9%	-$753	﹤0.01%	347
2024 Q3	$8.65K	Hold	104	–	–	﹤0.01%	368
2024 Q2	$8.17K	Hold	104	–	–	﹤0.01%	376
2024 Q1	$7.86K	Sell	104 -26	-20%	-$1.9K	﹤0.01%	384
2023 Q4	$8.79K	Hold	130	–	–	﹤0.01%	383
2023 Q3	$8.17K	Hold	130	–	–	﹤0.01%	371
2023 Q2	$8.63K	Hold	130	–	–	﹤0.01%	318
2023 Q1	$8.07K	Hold	130	–	–	﹤0.01%	342
2022 Q4	$7.88K	Hold	130	–	–	0.01%	310
2022 Q3	$7K	Hold	130	–	–	0.01%	328
2022 Q2	$8K	Hold	130	–	–	0.01%	328
2022 Q1	$8K	Hold	130	–	–	0.01%	326
2021 Q4	$9K	Sell	130 -12	-8%	-$754	0.01%	313
2021 Q3	$9K	Hold	142	–	–	0.01%	304
2021 Q2	$8K	Hold	142	–	–	0.01%	306
2021 Q1	$8K	Hold	142	–	–	0.01%	283
2020 Q4	$8K	Hold	142	–	–	0.01%	270
2020 Q3	$7K	Hold	142	–	–	0.01%	249
2020 Q2	$6K	Hold	142	–	–	0.01%	279
2020 Q1	$6K	Buy	+142	New	+$6.45K	0.01%	274

Other funds holding DGRW

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

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacifica Partners's DGRW Position: Q2 2025 in Review

Pacifica Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 95 shares — an estimated $7.34K sold.

Pacifica Partners first reported a position in DGRW in Q1 2020 and held it in 21 quarters. The position peaked at $9K in Q4 2021. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Pacifica Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Pacifica Partners sold 95 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $7.34K.
Pacifica Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 21 quarters.
Pacifica Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9K in Q4 2021.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Pacifica Partners's 13F filing for Q2 2025, filed 14 Jul 2025.