Sage Private Wealth Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sage Private Wealth Group’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	–	Sell	-217,611	Closed	-$19.5M	–	98
2025 Q4	$19.5M	Sell	217,611 -1,189	-0.5%	-$106K	10.46%	2
2025 Q3	$19.5M	Sell	218,800 -207,617	-49%	-$18M	10.83%	1
2025 Q2	$35.7M	Buy	426,417 +184,583	+76%	+$14.6M	22.87%	1
2025 Q1	$19.3M	Sell	241,834 -1,441	-0.6%	-$118K	14.62%	2
2024 Q4	$19.7M	Sell	243,275 -12,754	-5%	-$1.07M	14.78%	2
2024 Q3	$21.3M	Sell	256,029 -7,779	-3%	-$623K	16.78%	1
2024 Q2	$20.6M	Buy	263,808 +61,726	+31%	+$4.66M	17.33%	1
2024 Q1	$15.4M	Buy	202,082 +11,246	+6%	+$820K	12.34%	2
2023 Q4	$13.4M	Buy	+190,836	New	+$12.6M	11.96%	3

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sage Private Wealth Group's DGRW Position: Q1 2026 in Review

Sage Private Wealth Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 217,611 shares — an estimated $19.5M sold.

Sage Private Wealth Group first reported a position in DGRW in Q4 2023 and held it in 9 quarters. The position peaked at $35.7M in Q2 2025. 771 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Sage Private Wealth Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Sage Private Wealth Group sold 217,611 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $19.5M.
Sage Private Wealth Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 9 quarters.
Sage Private Wealth Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $35.7M in Q2 2025.
771 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.