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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Quartz Partners's DGRW Position: Q1 2026 in Review

Quartz Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 18% in Q1 2026, buying an estimated $228K and bringing the position to 16,689 shares worth $1.47M. The position accounts for 0.57% of the portfolio, ranked #46.

Quartz Partners first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Quartz Partners held 16,689 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.47M as of Q1 2026.
Quartz Partners bought 2,502 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $228K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.57% of Quartz Partners's portfolio in Q1 2026, its #46 holding.
Quartz Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.