Pioneer Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Pioneer Family Office’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	$128K	Hold	1,340	–	–	0.07%	50
2026 Q1	$118K	Sell	1,340 -14,693	-92%	-$1.34M	0.08%	50
2025 Q4	$1.43M	Buy	+16,033	New	+$1.43M	0.97%	12

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 $103B AUM 28.65% 1-Year Est. Return

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

Pioneer Family Office's DGRW Position: Q2 2026 in Review

Pioneer Family Office held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,340 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #50.

Pioneer Family Office first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 786 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Pioneer Family Office held 1,340 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $128K as of Q2 2026.
Pioneer Family Office left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Pioneer Family Office's portfolio in Q2 2026, its #50 holding.
Pioneer Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Pioneer Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.43M in Q4 2025.
786 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.