Raymond James Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Raymond James Financial’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	$335M	Buy	3,500,117 +59,615	+2%	+$5.63M	0.09%	189
2026 Q1	$302M	Buy	3,440,502 +26,535	+0.8%	+$2.41M	0.09%	197
2025 Q4	$305M	Sell	3,413,967 -9,685	-0.3%	-$863K	0.1%	184
2025 Q3	$305M	Sell	3,423,652 -116,673	-3%	-$10.1M	0.1%	190
2025 Q2	$296M	Buy	3,540,325 +20,249	+0.6%	+$1.61M	0.1%	184
2025 Q1	$281M	Sell	3,520,076 -94,405	-3%	-$7.73M	0.11%	177
2024 Q4	$293M	Buy	+3,614,481	New	+$302M	0.11%	172

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's DGRW Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, buying an estimated $5.63M and bringing the position to 3,500,117 shares worth $335M. The position accounts for 0.09% of the portfolio, ranked #189.

Raymond James Financial first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Raymond James Financial held 3,500,117 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $335M as of Q2 2026.
Raymond James Financial bought 59,615 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.63M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Raymond James Financial's portfolio in Q2 2026, its #189 holding.
Raymond James Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.