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

Scotia 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
Q1 		$465K Buy
5,291
+599
+13% +$54.5K ﹤0.01% 687
2025
Q4 		$420K Buy
4,692
+281
+6% +$25K ﹤0.01% 682
2025
Q3 		$392K Sell
4,411
-750
-15% -$65K ﹤0.01% 711
2025
Q2 		$432K Sell
5,161
-2,116
-29% -$168K ﹤0.01% 650
2025
Q1 		$581K Sell
7,277
-1,000
-12% -$81.9K ﹤0.01% 592
2024
Q4 		$670K Sell
8,277
-301
-4% -$25.2K ﹤0.01% 585
2024
Q3 		$714K Buy
8,578
+1,000
+13% +$80.1K ﹤0.01% 561
2024
Q2 		$591K Sell
7,578
-282
-4% -$21.3K ﹤0.01% 582
2024
Q1 		$599K Buy
7,860
+196
+3% +$14.3K ﹤0.01% 575
2023
Q4 		$539K Hold
7,664
– – ﹤0.01% 567
2023
Q3 		$487K Buy
7,664
+980
+15% +$65.1K ﹤0.01% 565
2023
Q2 		$446K Hold
6,684
– – ﹤0.01% 572
2023
Q1 		$417K Hold
6,684
– – ﹤0.01% 581
2022
Q4 		$403K Sell
6,684
-1,000
-13% -$59.7K ﹤0.01% 590
2022
Q3 		$414K Sell
7,684
-276
-3% -$16.3K ﹤0.01% 589
2022
Q2 		$456K Sell
7,960
-2
-0% -$121 ﹤0.01% 590
2022
Q1 		$507K Buy
7,962
+2
+0% +$126 ﹤0.01% 626
2021
Q4 		$524K Sell
7,960
-126
-2% -$7.91K ﹤0.01% 621
2021
Q3 		$476K Buy
8,086
+126
+2% +$7.71K ﹤0.01% 630
2021
Q2 		$475K Sell
7,960
-1,171
-13% -$69.2K ﹤0.01% 642
2021
Q1 		$522K Buy
9,131
+1,125
+14% +$61.7K ﹤0.01% 598
2020
Q4 		$432K Buy
+8,006
New +$414K ﹤0.01% 592
2020
Q2 		– Sell
-5,357
Closed -$208K – 671
2020
Q1 		$208K Buy
5,357
+1,046
+24% +$47.5K ﹤0.01% 570
2019
Q4 		$209K Buy
+4,311
New +$201K ﹤0.01% 691

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Scotia Capital's DGRW Position: Q1 2026 in Review

Scotia Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q1 2026, buying an estimated $54.5K and bringing the position to 5,291 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Scotia Capital first reported a position in DGRW in Q4 2019 and has held it in 24 quarters since. The position peaked at $714K in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Scotia Capital held 5,291 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $465K as of Q1 2026.
  • Scotia Capital bought 599 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $54.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #687 holding.
  • Scotia Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 24 quarters since.
  • Scotia Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $714K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.