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Pinnacle Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pinnacle Associates’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 		$31.9M Buy
333,133
+14,763
+5% +$1.39M 0.35% 68
2026
Q1 		$28M Buy
318,370
+16,072
+5% +$1.46M 0.36% 66
2025
Q4 		$27M Buy
302,298
+16,271
+6% +$1.45M 0.35% 66
2025
Q3 		$25.4M Buy
286,027
+28,669
+11% +$2.49M 0.34% 72
2025
Q2 		$21.6M Buy
257,358
+27,669
+12% +$2.2M 0.31% 77
2025
Q1 		$18.3M Buy
229,689
+220,295
+2,345% +$18M 0.27% 87
2024
Q4 		$760K Buy
9,394
+3,290
+54% +$275K 0.01% 525
2024
Q3 		$429K Sell
6,104
-1,393
-19% -$112K 0.01% 596
2024
Q2 		$585K Buy
7,497
+1,032
+16% +$78K 0.01% 555
2024
Q1 		$493K Buy
6,465
+361
+6% +$26.3K 0.01% 590
2023
Q4 		$429K Hold
6,104
– – 0.01% 604
2023
Q3 		$388K Buy
6,104
+2,695
+79% +$179K 0.01% 604
2023
Q2 		$227K Sell
3,409
-528
-13% -$33.5K ﹤0.01% 744
2023
Q1 		$245K Hold
3,937
– – 0.01% 674
2022
Q4 		$238K Buy
+3,937
New +$235K 0.01% 669
2022
Q3 		– Sell
-3,581
Closed -$205K – 745
2022
Q2 		$205K Hold
3,581
– – ﹤0.01% 702
2022
Q1 		$228K Sell
3,581
-29
-0.8% -$1.83K ﹤0.01% 729
2021
Q4 		$238K Buy
3,610
+29
+0.8% +$1.82K ﹤0.01% 721
2021
Q3 		$211K Hold
3,581
– – ﹤0.01% 720
2021
Q2 		$214K Hold
3,581
– – ﹤0.01% 720
2021
Q1 		$205K Sell
3,581
-821
-19% -$45K ﹤0.01% 705
2020
Q4 		$238K Hold
4,402
– – ﹤0.01% 638
2020
Q3 		$218K Buy
+4,402
New +$214K 0.01% 624

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 $2.02B AUM
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

Pinnacle Associates's DGRW Position: Q2 2026 in Review

Pinnacle Associates increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.6% in Q2 2026, buying an estimated $1.39M and bringing the position to 333,133 shares worth $31.9M. The position accounts for 0.35% of the portfolio, ranked #68.

Pinnacle Associates first reported a position in DGRW in Q3 2020 and has held it in 23 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Pinnacle Associates held 333,133 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $31.9M as of Q2 2026.
  • Pinnacle Associates bought 14,763 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.39M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of Pinnacle Associates's portfolio in Q2 2026, its #68 holding.
  • Pinnacle Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 23 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.