Pictet North America Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pictet North America 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	$287K	Sell	3,000 -646	-18%	-$61K	0.03%	142
2026 Q1	$320K	Hold	3,646	–	–	0.03%	137
2025 Q4	$326K	Buy	3,646 +646	+22%	+$57.6K	0.03%	135
2025 Q3	$267K	Hold	3,000	–	–	0.03%	136
2025 Q2	$251K	Hold	3,000	–	–	0.03%	137
2025 Q1	$240K	Buy	+3,000	New	+$246K	0.02%	131

Other funds holding DGRW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

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

Pictet North America Advisors's DGRW Position: Q2 2026 in Review

Pictet North America Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 18% in Q2 2026, selling an estimated $61K and leaving 3,000 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #142.

Pictet North America Advisors first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Pictet North America Advisors held 3,000 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $287K as of Q2 2026.
Pictet North America Advisors sold 646 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $61K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Pictet North America Advisors's portfolio in Q2 2026, its #142 holding.
Pictet North America Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
Pictet North America Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $326K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.