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SageView Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SageView Advisory 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
-5,162
Closed -$462K – 1056
2025
Q4 		$462K Sell
5,162
-2,271
-31% -$202K 0.02% 374
2025
Q3 		$661K Sell
7,433
-350
-4% -$30.4K 0.02% 332
2025
Q2 		$670K Sell
7,783
-979
-11% -$77.7K 0.03% 311
2025
Q1 		$700K Sell
8,762
-1,376
-14% -$113K 0.03% 280
2024
Q4 		$820K Buy
10,138
+3,886
+62% +$325K 0.04% 252
2024
Q3 		$520K Sell
6,252
-2,591
-29% -$208K 0.03% 296
2024
Q2 		$690K Buy
+8,843
New +$668K 0.03% 286
2024
Q1 		– Sell
-94,630
Closed -$6.82M – 565
2023
Q4 		$6.82M Buy
94,630
+71,248
+305% +$4.71M 0.29% 51
2023
Q3 		$1.48M Sell
23,382
-6,684
-22% -$444K 0.09% 145
2023
Q2 		$2M Buy
30,066
+11,448
+61% +$727K 0.11% 118
2023
Q1 		$1.16M Buy
18,618
+287
+2% +$17.6K 0.07% 183
2022
Q4 		$1.11M Buy
+18,331
New +$1.09M 0.09% 145

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's DGRW Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 5,162 shares — an estimated $462K sold.

SageView Advisory Group first reported a position in DGRW in Q4 2022 and held it in 12 quarters. The position peaked at $6.82M in Q4 2023. 773 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • SageView Advisory Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,162 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $462K.
  • SageView Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and held it in 12 quarters.
  • SageView Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.82M in Q4 2023.
  • 773 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.