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Savant Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Savant Capital’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 		$70.4M Buy
768,169
+377,753
+97% +$35.7M 0.21% 71
2026
Q1 		$34.3M Sell
390,416
-21,201
-5% -$1.93M 0.17% 83
2025
Q4 		$36.8M Sell
411,617
-21,955
-5% -$1.96M 0.21% 78
2025
Q3 		$38.6M Sell
433,572
-12,139
-3% -$1.05M 0.23% 67
2025
Q2 		$37.3M Sell
445,711
-473
-0.1% -$37.5K 0.27% 60
2025
Q1 		$35.6M Sell
446,184
-54,712
-11% -$4.48M 0.3% 56
2024
Q4 		$40.5M Sell
500,896
-24,437
-5% -$2.04M 0.32% 53
2024
Q3 		$43.7M Sell
525,333
-16,762
-3% -$1.34M 0.36% 50
2024
Q2 		$42.3M Sell
542,095
-14,107
-3% -$1.07M 0.42% 44
2024
Q1 		$42.4M Sell
556,202
-22,017
-4% -$1.61M 0.49% 40
2023
Q4 		$40.6M Sell
578,219
-18,895
-3% -$1.25M 0.52% 37
2023
Q3 		$37.9M Sell
597,114
-22,762
-4% -$1.51M 0.57% 33
2023
Q2 		$41.3M Sell
619,876
-28,899
-4% -$1.84M 0.65% 30
2023
Q1 		$40.4M Sell
648,775
-18,893
-3% -$1.16M 0.75% 26
2022
Q4 		$40.3M Buy
667,668
+5,418
+0.8% +$323K 0.98% 24
2022
Q3 		$35.7M Sell
662,250
-5,357
-0.8% -$317K 1.11% 23
2022
Q2 		$38.3M Buy
667,607
+59,894
+10% +$3.63M 1.16% 23
2022
Q1 		$38.7M Buy
607,713
+21,526
+4% +$1.36M 1.27% 18
2021
Q4 		$38.6M Sell
586,187
-42,686
-7% -$2.68M 1.25% 19
2021
Q3 		$37M Sell
628,873
-28,609
-4% -$1.75M 1.35% 16
2021
Q2 		$39.2M Sell
657,482
-61,590
-9% -$3.64M 1.58% 14
2021
Q1 		$41.1M Sell
719,072
-125,810
-15% -$6.9M 2.2% 10
2020
Q4 		$45.6M Sell
844,882
-94,125
-10% -$4.87M 2.65% 8
2020
Q3 		$46.5M Sell
939,007
-144,881
-13% -$7.03M 3.18% 7
2020
Q2 		$49.3M Buy
1,083,888
+2,553
+0.2% +$111K 3.73% 7
2020
Q1 		$42.1M Buy
+1,081,335
New +$49.1M 3.99% 6

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

Savant Capital's DGRW Position: Q2 2026 in Review

Savant Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 97% in Q2 2026, buying an estimated $35.7M and bringing the position to 768,169 shares worth $70.4M. The position accounts for 0.21% of the portfolio, ranked #71.

Savant Capital first reported a position in DGRW in Q1 2020 and has held it in 26 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Savant Capital held 768,169 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $70.4M as of Q2 2026.
  • Savant Capital bought 377,753 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $35.7M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Savant Capital's portfolio in Q2 2026, its #71 holding.
  • Savant Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 26 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.