SBI Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SBI Securities’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	$2.55M	Sell	26,689 -788	-3%	-$74.4K	0.06%	173
2026 Q1	$2.41M	Sell	27,477 -571	-2%	-$51.9K	0.07%	155
2025 Q4	$2.51M	Sell	28,048 -2,656	-9%	-$237K	0.06%	166
2025 Q3	$2.73M	Sell	30,704 -174	-0.6%	-$15.1K	0.07%	161
2025 Q2	$2.59M	Sell	30,878 -1,724	-5%	-$137K	0.07%	156
2025 Q1	$2.6M	Sell	32,602 -234	-0.7%	-$19.2K	0.09%	135
2024 Q4	$2.66M	Buy	+32,836	New	+$2.75M	0.08%	137

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SBI Securities's DGRW Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.9% in Q2 2026, selling an estimated $74.4K and leaving 26,689 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #173.

SBI Securities first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

SBI Securities held 26,689 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.55M as of Q2 2026.
SBI Securities sold 788 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $74.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of SBI Securities's portfolio in Q2 2026, its #173 holding.
SBI Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
SBI Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.73M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.