Principal Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Principal Securities’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	$497K	Buy	5,195 +560	+12%	+$52.9K	0.01%	1073
2026 Q1	$407K	Buy	4,635 +520	+13%	+$47.3K	0.01%	1068
2025 Q4	$368K	Hold	4,115	–	–	0.01%	1053
2025 Q3	$366K	Buy	4,115 +155	+4%	+$13.4K	0.01%	1033
2025 Q2	$332K	Sell	3,960 -75	-2%	-$5.95K	0.01%	1028
2025 Q1	$327K	Hold	4,035	–	–	0.01%	935
2024 Q4	$327K	Buy	4,035 +110	+3%	+$9.2K	0.01%	929
2024 Q3	$327K	Buy	3,925 +46	+1%	+$3.68K	0.01%	901
2024 Q2	$303K	Buy	3,879 +1,100	+40%	+$83.1K	0.01%	875
2024 Q1	$212K	Hold	2,779	–	–	0.01%	988
2023 Q4	$195K	Buy	+2,779	New	+$184K	0.01%	943

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

Principal Securities's DGRW Position: Q2 2026 in Review

Principal Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q2 2026, buying an estimated $52.9K and bringing the position to 5,195 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #1073.

Principal Securities first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Principal Securities held 5,195 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $497K as of Q2 2026.
Principal Securities bought 560 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $52.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1073 holding.
Principal Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.