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

Parsons 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 		$999K Buy
11,377
+1,428
+14% +$130K 0.05% 269
2025
Q4 		$890K Buy
9,949
+295
+3% +$26.3K 0.05% 264
2025
Q3 		$859K Sell
9,654
-1,095
-10% -$95K 0.05% 264
2025
Q2 		$900K Sell
10,749
-741
-6% -$58.8K 0.06% 257
2025
Q1 		$918K Buy
11,490
+630
+6% +$51.6K 0.05% 260
2024
Q4 		$879K Buy
10,860
+158
+1% +$13.2K 0.05% 257
2024
Q3 		$891K Buy
10,702
+803
+8% +$64.3K 0.06% 248
2024
Q2 		$773K Buy
9,899
+681
+7% +$51.5K 0.05% 263
2024
Q1 		$702K Buy
9,218
+901
+11% +$65.7K 0.05% 278
2023
Q4 		$585K Buy
8,317
+901
+12% +$59.5K 0.04% 289
2023
Q3 		$471K Buy
7,416
+1,134
+18% +$75.4K 0.04% 300
2023
Q2 		$419K Buy
6,282
+1
+0% +$64 0.03% 319
2023
Q1 		$392K Buy
6,281
+851
+16% +$52.3K 0.03% 328
2022
Q4 		$328K Buy
5,430
+1,139
+27% +$68K 0.03% 342
2022
Q3 		$231K Buy
4,291
+1
+0% +$59 0.02% 380
2022
Q2 		$246K Sell
4,290
-174
-4% -$10.5K 0.02% 374
2022
Q1 		$284K Hold
4,464
– – 0.02% 377
2021
Q4 		$294K Sell
4,464
-240
-5% -$15.1K 0.02% 382
2021
Q3 		$277K Buy
4,704
+1,235
+36% +$75.6K 0.02% 381
2021
Q2 		$207K Buy
+3,469
New +$205K 0.02% 405

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

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

Parsons Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q1 2026, buying an estimated $130K and bringing the position to 11,377 shares worth $999K. The position accounts for 0.05% of the portfolio, ranked #269.

Parsons Capital Management first reported a position in DGRW in Q2 2021 and has held it in 20 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Parsons Capital Management held 11,377 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $999K as of Q1 2026.
  • Parsons Capital Management bought 1,428 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $130K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Parsons Capital Management's portfolio in Q1 2026, its #269 holding.
  • Parsons Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 20 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

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