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Perennial Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Perennial Investment 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
Q1 		$361K Sell
4,109
-2,322
-36% -$211K 0.03% 343
2025
Q4 		$575K Buy
6,431
+3,066
+91% +$273K 0.05% 262
2025
Q3 		$299K Buy
3,365
+22
+0.7% +$1.91K 0.02% 366
2025
Q2 		$280K Buy
+3,343
New +$265K 0.03% 364
2024
Q4 		– Sell
-10,971
Closed -$913K – 418
2024
Q3 		$913K Buy
10,971
+7
+0.1% +$561 0.12% 151
2024
Q2 		$856K Sell
10,964
-179
-2% -$13.5K 0.12% 138
2024
Q1 		$849K Sell
11,143
-167
-1% -$12.2K 0.13% 132
2023
Q4 		$795K Buy
11,310
+124
+1% +$8.19K 0.13% 130
2023
Q3 		$710K Sell
11,186
-268
-2% -$17.8K 0.13% 135
2023
Q2 		$764K Sell
11,454
-132
-1% -$8.38K 0.13% 132
2023
Q1 		$722K Buy
+11,586
New +$712K 0.13% 134

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

Perennial Investment Advisors's DGRW Position: Q1 2026 in Review

Perennial Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 36% in Q1 2026, selling an estimated $211K and leaving 4,109 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #343.

Perennial Investment Advisors first reported a position in DGRW in Q1 2023 and has held it in 11 quarters since. The position peaked at $913K in Q3 2024. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Perennial Investment Advisors held 4,109 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $361K as of Q1 2026.
  • Perennial Investment Advisors sold 2,322 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $211K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #343 holding.
  • Perennial Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 11 quarters since.
  • Perennial Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $913K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.