RIM
DGRW icon

Redwood Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Redwood Investment 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
2026
Q1 		$816K Buy
9,294
+2,500
+37% +$227K 0.1% 183
2025
Q4 		$608K Buy
6,794
+2,800
+70% +$250K 0.07% 255
2025
Q3 		$355K Sell
3,994
-6,472
-62% -$561K 0.04% 253
2025
Q2 		$876K Buy
10,466
+1,362
+15% +$108K 0.09% 228
2025
Q1 		$727K Buy
9,104
+2,115
+30% +$173K 0.08% 229
2024
Q4 		$566K Buy
6,989
+3,447
+97% +$288K 0.06% 249
2024
Q3 		$295K Buy
+3,542
New +$284K 0.03% 299

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Redwood Investment Management's DGRW Position: Q1 2026 in Review

Redwood Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 37% in Q1 2026, buying an estimated $227K and bringing the position to 9,294 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #183.

Redwood Investment Management first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $876K in Q2 2025. 771 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Redwood Investment Management held 9,294 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $816K as of Q1 2026.
  • Redwood Investment Management bought 2,500 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $227K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Redwood Investment Management's portfolio in Q1 2026, its #183 holding.
  • Redwood Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
  • Redwood Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $876K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.