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

Rossby 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 		$96.7K Buy
1,012
+273
+37% +$25.8K 0.02% 542
2026
Q1 		$65.1K Buy
739
+550
+291% +$50K 0.01% 666
2025
Q4 		$16.9K Buy
189
+21
+13% +$1.87K 0.01% 772
2025
Q3 		$15K Hold
168
– – ﹤0.01% 771
2025
Q2 		$14.1K Hold
168
– – 0.01% 718
2025
Q1 		$13K Buy
+168
New +$13.8K 0.01% 680

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rossby Financial's DGRW Position: Q2 2026 in Review

Rossby Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 37% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,012 shares worth $96.7K. The position accounts for 0.02% of the portfolio, ranked #542.

Rossby Financial first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Rossby Financial held 1,012 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $96.7K as of Q2 2026.
  • Rossby Financial bought 273 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #542 holding.
  • Rossby Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.