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Rothschild Investment LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Rothschild Investment LLC’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 		$675K Buy
7,056
+14
+0.2% +$1.32K 0.03% 510
2026
Q1 		$619K Buy
7,042
+13
+0.2% +$1.18K 0.03% 348
2025
Q4 		$629K Buy
7,029
+191
+3% +$17K 0.03% 314
2025
Q3 		$608K Buy
6,838
+203
+3% +$17.6K 0.03% 309
2025
Q2 		$556K Sell
6,635
-921
-12% -$73.1K 0.03% 321
2025
Q1 		$603K Sell
7,556
-808
-10% -$66.2K 0.04% 296
2024
Q4 		$677K Buy
8,364
+21
+0.3% +$1.76K 0.04% 292
2024
Q3 		$694K Buy
8,343
+2,849
+52% +$228K 0.05% 296
2024
Q2 		$429K Buy
5,494
+22
+0.4% +$1.66K 0.03% 360
2024
Q1 		$417K Buy
5,472
+18
+0.3% +$1.31K 0.03% 353
2023
Q4 		$383K Buy
5,454
+28
+0.5% +$1.85K 0.03% 316
2023
Q3 		$345K Buy
5,426
+25
+0.5% +$1.66K 0.03% 360
2023
Q2 		$360K Buy
5,401
+23
+0.4% +$1.46K 0.03% 350
2023
Q1 		$335K Buy
5,378
+22
+0.4% +$1.35K 0.03% 356
2022
Q4 		$323K Buy
5,356
+30
+0.6% +$1.79K 0.03% 357
2022
Q3 		$287K Buy
5,326
+32
+0.6% +$1.89K 0.03% 367
2022
Q2 		$303K Buy
5,294
+30
+0.6% +$1.82K 0.03% 366
2022
Q1 		$335K Sell
5,264
-169
-3% -$10.7K 0.03% 377
2021
Q4 		$358K Buy
5,433
+515
+10% +$32.3K 0.03% 375
2021
Q3 		$289K Buy
+4,918
New +$301K 0.02% 394

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

Rothschild Investment LLC's DGRW Position: Q2 2026 in Review

Rothschild Investment LLC increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q2 2026, buying an estimated $1.32K and bringing the position to 7,056 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #510.

Rothschild Investment LLC first reported a position in DGRW in Q3 2021 and has held it in 20 quarters since. The position peaked at $694K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Rothschild Investment LLC held 7,056 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $675K as of Q2 2026.
  • Rothschild Investment LLC bought 14 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.32K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #510 holding.
  • Rothschild Investment LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 20 quarters since.
  • Rothschild Investment LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $694K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.