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 Q2	$1.24M	Buy	12,990 +3,696	+40%	+$349K	0.12%	94
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 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

Redwood Investment Management's DGRW Position: Q2 2026 in Review

Redwood Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 40% in Q2 2026, buying an estimated $349K and bringing the position to 12,990 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #94.

Redwood Investment Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Redwood Investment Management held 12,990 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.24M as of Q2 2026.
Redwood Investment Management bought 3,696 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $349K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Redwood Investment Management's portfolio in Q2 2026, its #94 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 8 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.