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

Prime Capital 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 		$94.8M Sell
1,079,247
-456,062
-30% -$41.5M 1.1% 19
2025
Q4 		$137M Buy
1,535,309
+141,452
+10% +$12.6M 1.67% 11
2025
Q3 		$124M Sell
1,393,857
-7,524
-0.5% -$653K 1.56% 14
2025
Q2 		$117M Buy
1,401,381
+393,077
+39% +$31.2M 1.56% 14
2025
Q1 		$80.5M Buy
1,008,304
+304,179
+43% +$24.9M 0.94% 26
2024
Q4 		$57M Sell
704,125
-3,707
-0.5% -$310K 0.83% 30
2024
Q3 		$58.9M Sell
707,832
-11,149
-2% -$893K 0.84% 29
2024
Q2 		$56.1M Sell
718,981
-75,214
-9% -$5.68M 0.83% 30
2024
Q1 		$60.5M Buy
794,195
+127,213
+19% +$9.28M 0.84% 24
2023
Q4 		$46.9M Buy
666,982
+108,707
+19% +$7.18M 0.71% 30
2023
Q3 		$35.4M Sell
558,275
-103,070
-16% -$6.85M 0.73% 28
2023
Q2 		$44.1M Buy
661,345
+118,028
+22% +$7.5M 0.87% 25
2023
Q1 		$33.9M Sell
543,317
-67,746
-11% -$4.16M 1.39% 12
2022
Q4 		$36.9M Buy
611,063
+120,580
+25% +$7.19M 1.4% 11
2022
Q3 		$26.4M Buy
490,483
+36,906
+8% +$2.18M 1.52% 13
2022
Q2 		$26M Buy
453,577
+163,274
+56% +$9.9M 1.55% 11
2022
Q1 		$19.1M Sell
290,303
-4,748
-2% -$300K 1.06% 14
2021
Q4 		$19.4M Buy
295,051
+38,155
+15% +$2.4M 1.04% 14
2021
Q3 		$15.1M Buy
256,896
+107,901
+72% +$6.61M 0.94% 16
2021
Q2 		$8.89M Buy
148,995
+17,696
+13% +$1.05M 0.52% 32
2021
Q1 		$7.51M Buy
131,299
+14,750
+13% +$809K 0.54% 28
2020
Q4 		$6.29M Buy
116,549
+5,557
+5% +$288K 0.49% 29
2020
Q3 		$5.5M Sell
110,992
-3,041
-3% -$148K 0.46% 31
2020
Q2 		$5.19M Buy
114,033
+21,486
+23% +$930K 0.49% 39
2020
Q1 		$3.6M Buy
92,547
+5,263
+6% +$239K 0.43% 46
2019
Q4 		$4.23M Buy
87,284
+3,489
+4% +$163K 0.48% 39
2019
Q3 		$3.78M Buy
83,795
+11,389
+16% +$504K 0.58% 44
2019
Q2 		$3.16M Buy
72,406
+8,953
+14% +$388K 0.58% 46
2019
Q1 		$2.73M Buy
63,453
+17,238
+37% +$711K 0.8% 36
2018
Q4 		$1.77M Buy
46,215
+4,978
+12% +$206K 0.64% 48
2018
Q3 		$1.83M Buy
+41,237
New +$1.78M 0.58% 54

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

Prime Capital Investment Advisors's DGRW Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 30% in Q1 2026, selling an estimated $41.5M and leaving 1,079,247 shares worth $94.8M. The position accounts for 1.1% of the portfolio, ranked #19.

Prime Capital Investment Advisors first reported a position in DGRW in Q3 2018 and has held it in 31 quarters since. The position peaked at $137M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Prime Capital Investment Advisors held 1,079,247 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $94.8M as of Q1 2026.
  • Prime Capital Investment Advisors sold 456,062 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $41.5M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.1% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Prime Capital Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 31 quarters since.
  • Prime Capital Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $137M 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 Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.