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

Pallas Capital Advisors’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
Q2 		$1.69M Buy
17,718
+172
+1% +$16.3K 0.05% 241
2026
Q1 		$1.54M Buy
17,546
+7
+0% +$636 0.06% 241
2025
Q4 		$1.57M Sell
17,539
-22
-0.1% -$1.96K 0.05% 266
2025
Q3 		$1.56M Buy
17,561
+100
+0.6% +$8.67K 0.06% 246
2025
Q2 		$1.46M Sell
17,461
-992
-5% -$78.7K 0.06% 249
2025
Q1 		$1.47M Sell
18,453
-288
-2% -$23.6K 0.06% 226
2024
Q4 		$1.52M Buy
18,741
+1,087
+6% +$90.9K 0.06% 174
2024
Q3 		$1.47M Sell
17,654
-11,763
-40% -$942K 0.06% 171
2024
Q2 		$2.35M Sell
29,417
-674
-2% -$50.9K 0.11% 139
2024
Q1 		$2.29M Sell
30,091
-367
-1% -$26.8K 0.1% 148
2023
Q4 		$2.14M Buy
30,458
+12,993
+74% +$858K 0.11% 136
2023
Q3 		$1.09M Buy
+17,465
New +$1.16M 0.07% 171

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pallas Capital Advisors's DGRW Position: Q2 2026 in Review

Pallas Capital Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.98% in Q2 2026, buying an estimated $16.3K and bringing the position to 17,718 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #241.

Pallas Capital Advisors first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q2 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Pallas Capital Advisors held 17,718 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.69M as of Q2 2026.
  • Pallas Capital Advisors bought 172 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $16.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Pallas Capital Advisors's portfolio in Q2 2026, its #241 holding.
  • Pallas Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • Pallas Capital Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.35M in Q2 2024.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.