Quartz Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Quartz Partners’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	$1.69M	Buy	17,639 +950	+6%	+$89.8K	0.55%	48
2026 Q1	$1.47M	Buy	16,689 +2,502	+18%	+$228K	0.57%	46
2025 Q4	$1.27M	Buy	14,187 +311	+2%	+$27.7K	0.47%	49
2025 Q3	$1.23M	Buy	13,876 +291	+2%	+$25.2K	0.45%	55
2025 Q2	$1.14M	Sell	13,585 -23	-0.2%	-$1.82K	0.52%	48
2025 Q1	$1.09M	Buy	13,608 +307	+2%	+$25.2K	0.66%	43
2024 Q4	$1.08M	Buy	13,301 +144	+1%	+$12K	0.66%	43
2024 Q3	$1.09M	Buy	+13,157	New	+$1.05M	0.69%	45

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

Quartz Partners's DGRW Position: Q2 2026 in Review

Quartz Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.7% in Q2 2026, buying an estimated $89.8K and bringing the position to 17,639 shares worth $1.69M. The position accounts for 0.55% of the portfolio, ranked #48.

Quartz Partners first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Quartz Partners held 17,639 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.69M as of Q2 2026.
Quartz Partners bought 950 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $89.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.55% of Quartz Partners's portfolio in Q2 2026, its #48 holding.
Quartz Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.