Parkside Financial Bank & Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Parkside Financial Bank & Trust’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	$1.53M	Hold	17,423	–	–	0.12%	118
2025 Q4	$1.56M	Hold	17,423	–	–	0.12%	115
2025 Q3	$1.55M	Sell	17,423 -562	-3%	-$48.7K	0.12%	115
2025 Q2	$1.51M	Sell	17,985 -612	-3%	-$48.6K	0.16%	107
2025 Q1	$1.49M	Hold	18,597	–	–	0.19%	95
2024 Q4	$1.51M	Buy	+18,597	New	+$1.56M	0.2%	89
2023 Q3	–	Sell	-2,664	Closed	-$178K	–	2060
2023 Q2	$178K	Buy	2,664 +2,603	+4,267%	+$165K	0.04%	283
2023 Q1	$3.8K	Buy	+61	New	+$3.75K	﹤0.01%	1470

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Parkside Financial Bank & Trust's DGRW Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 17,423 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #118.

Parkside Financial Bank & Trust first reported a position in DGRW in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Parkside Financial Bank & Trust held 17,423 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.53M as of Q1 2026.
Parkside Financial Bank & Trust left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #118 holding.
Parkside Financial Bank & Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.56M in Q4 2025.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.