Rappaport Reiches Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$271K	Hold	3,391	–	–	0.07%	98
2024 Q4	$274K	Hold	3,391	–	–	0.07%	84
2024 Q3	$282K	Hold	3,391	–	–	0.08%	86
2024 Q2	$265K	Hold	3,391	–	–	0.08%	78
2024 Q1	$258K	Hold	3,391	–	–	0.08%	87
2023 Q4	$238K	Hold	3,391	–	–	0.09%	73
2023 Q3	$215K	Hold	3,391	–	–	0.09%	69
2023 Q2	$226K	Hold	3,391	–	–	0.09%	72
2023 Q1	$211K	Hold	3,391	–	–	0.09%	76
2022 Q4	$205K	Buy	+3,391	New	+$202K	0.1%	76

Other funds holding DGRW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rappaport Reiches Capital Management's DGRW Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2025 at 3,391 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #98.

Rappaport Reiches Capital Management first reported a position in DGRW in Q4 2022 and has held it in 10 quarters since. The position peaked at $282K in Q3 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Rappaport Reiches Capital Management held 3,391 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $271K as of Q1 2025.
Rappaport Reiches Capital Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #98 holding.
Rappaport Reiches Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 10 quarters since.
Rappaport Reiches Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $282K in Q3 2024.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.