Ritholtz Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ritholtz Wealth 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	$293K	Sell	3,062 -228	-7%	-$21.5K	﹤0.01%	1069
2026 Q1	$289K	Buy	3,290 +319	+11%	+$29K	0.01%	994
2025 Q4	$266K	Buy	2,971 +711	+31%	+$63.4K	﹤0.01%	956
2025 Q3	$201K	Buy	+2,260	New	+$196K	﹤0.01%	979
2024 Q2	–	Sell	-3,990	Closed	-$304K	–	830
2024 Q1	$304K	Buy	+3,990	New	+$291K	0.01%	633
2023 Q3	–	Sell	-6,585	Closed	-$439K	–	712
2023 Q2	$439K	Buy	+6,585	New	+$418K	0.02%	459

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

Ritholtz Wealth Management's DGRW Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.9% in Q2 2026, selling an estimated $21.5K and leaving 3,062 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Ritholtz Wealth Management first reported a position in DGRW in Q2 2023 and has held it in 6 quarters since. The position peaked at $439K in Q2 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Ritholtz Wealth Management held 3,062 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $293K as of Q2 2026.
Ritholtz Wealth Management sold 228 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $21.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1069 holding.
Ritholtz Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 6 quarters since.
Ritholtz Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $439K in Q2 2023.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.