PWMG
DGRW icon

Prestige Wealth Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Prestige Wealth Management Group’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 		$53M Sell
603,626
-19,720
-3% -$1.79M 10.41% 1
2025
Q4 		$55.7M Sell
623,346
-2,104
-0.3% -$188K 10.64% 1
2025
Q3 		$55.6M Sell
625,450
-17,017
-3% -$1.48M 10.74% 1
2025
Q2 		$53.8M Buy
642,467
+11,022
+2% +$874K 10.96% 1
2025
Q1 		$50.4M Sell
631,445
-15,115
-2% -$1.24M 10.78% 1
2024
Q4 		$52.4M Sell
646,560
-8,933
-1% -$747K 10.88% 1
2024
Q3 		$54.5M Sell
655,493
-16,276
-2% -$1.3M 11.28% 1
2024
Q2 		$52.4M Sell
671,769
-25,293
-4% -$1.91M 11.32% 1
2024
Q1 		$53.1M Sell
697,062
-53,065
-7% -$3.87M 11.44% 1
2023
Q4 		$52.7M Sell
750,127
-8,898
-1% -$588K 11.96% 1
2023
Q3 		$48.2M Sell
759,025
-26,942
-3% -$1.79M 11.88% 1
2023
Q2 		$52.4M Sell
785,967
-79,299
-9% -$5.04M 12.41% 1
2023
Q1 		$53.9M Sell
865,266
-36,120
-4% -$2.22M 13.56% 1
2022
Q4 		$54.4M Buy
901,386
+3,776
+0.4% +$225K 14.18% 1
2022
Q3 		$48.4M Buy
897,610
+6,602
+0.7% +$390K 13.6% 1
2022
Q2 		$51.1M Buy
891,008
+26,313
+3% +$1.6M 13.85% 1
2022
Q1 		$55.1M Buy
864,695
+36,146
+4% +$2.28M 13.55% 1
2021
Q4 		$54.6M Buy
828,549
+30,673
+4% +$1.93M 13.04% 1
2021
Q3 		$46.9M Buy
797,876
+28,936
+4% +$1.77M 12.02% 1
2021
Q2 		$45.9M Buy
768,940
+2,926
+0.4% +$173K 12.18% 1
2021
Q1 		$43.8M Buy
766,014
+73,489
+11% +$4.03M 11.98% 1
2020
Q4 		$37.4M Buy
692,525
+39,873
+6% +$2.06M 10.24% 1
2020
Q3 		$32.4M Buy
652,652
+255,223
+64% +$12.4M 9.77% 2
2020
Q2 		$18.1M Buy
397,429
+396,348
+36,665% +$17.2M 6.37% 4
2020
Q1 		$42K Buy
1,081
+931
+621% +$42.3K 0.02% 191
2019
Q4 		$7K Buy
+150
New +$7K ﹤0.01% 377

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

Prestige Wealth Management Group's DGRW Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.2% in Q1 2026, selling an estimated $1.79M and leaving 603,626 shares worth $53M. The position accounts for 10.41% of the portfolio, ranked #1.

Prestige Wealth Management Group first reported a position in DGRW in Q4 2019 and has held it in 26 quarters since. The position peaked at $55.7M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Prestige Wealth Management Group held 603,626 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $53M as of Q1 2026.
  • Prestige Wealth Management Group sold 19,720 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.79M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 10.41% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1 holding.
  • Prestige Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 26 quarters since.
  • Prestige Wealth Management Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $55.7M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.