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Ruggaard & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ruggaard & Associates’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 		$1.5M Buy
17,071
+299
+2% +$27.2K 0.59% 29
2025
Q4 		$1.5M Buy
16,772
+947
+6% +$84.4K 0.59% 26
2025
Q3 		$1.41M Buy
15,825
+53
+0.3% +$4.6K 0.53% 26
2025
Q2 		$1.32M Buy
15,772
+556
+4% +$44.1K 0.53% 25
2025
Q1 		$1.22M Buy
15,216
+251
+2% +$20.6K 0.53% 27
2024
Q4 		$1.21M Buy
14,965
+1,014
+7% +$84.8K 0.53% 25
2024
Q3 		$1.16M Buy
13,951
+1,224
+10% +$98K 0.51% 24
2024
Q2 		$993K Buy
12,727
+449
+4% +$33.9K 0.46% 27
2024
Q1 		$935K Buy
12,278
+1,136
+10% +$82.9K 0.44% 27
2023
Q4 		$783K Buy
11,142
+761
+7% +$50.3K 0.41% 28
2023
Q3 		$659K Buy
10,381
+274
+3% +$18.2K 0.39% 35
2023
Q2 		$674K Buy
10,107
+1,217
+14% +$77.3K 0.39% 34
2023
Q1 		$554K Buy
+8,890
New +$546K 0.34% 45

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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 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

Ruggaard & Associates's DGRW Position: Q1 2026 in Review

Ruggaard & Associates increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.8% in Q1 2026, buying an estimated $27.2K and bringing the position to 17,071 shares worth $1.5M. The position accounts for 0.59% of the portfolio, ranked #29.

Ruggaard & Associates first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Ruggaard & Associates held 17,071 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.5M as of Q1 2026.
  • Ruggaard & Associates bought 299 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $27.2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.59% of Ruggaard & Associates's portfolio in Q1 2026, its #29 holding.
  • Ruggaard & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
  • Ruggaard & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.5M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.