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Sanibel Captiva Trust Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sanibel Captiva Trust Company’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 		$332K Hold
3,472
– – 0.01% 390
2026
Q1 		$305K Buy
+3,472
New +$316K 0.01% 379

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

Sanibel Captiva Trust Company's DGRW Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,472 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #390.

Sanibel Captiva Trust Company first reported a position in DGRW in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Sanibel Captiva Trust Company held 3,472 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $332K as of Q2 2026.
  • Sanibel Captiva Trust Company left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #390 holding.
  • Sanibel Captiva Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.