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SeaCrest Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SeaCrest Wealth Management’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 		$2.23M Sell
23,345
-32,535
-58% -$3.07M 0.25% 77
2026
Q1 		$4.91M Sell
55,880
-1,205
-2% -$110K 0.53% 34
2025
Q4 		$5.15M Buy
57,085
+1,396
+3% +$124K 0.52% 28
2025
Q3 		$4.96M Buy
55,689
+6,468
+13% +$561K 0.52% 29
2025
Q2 		$4.12M Buy
49,221
+27,470
+126% +$2.18M 0.45% 33
2025
Q1 		$1.74M Buy
21,751
+635
+3% +$52K 0.2% 91
2024
Q4 		$1.71M Buy
21,116
+1,081
+5% +$90.4K 0.18% 101
2024
Q3 		$1.67M Buy
20,035
+87
+0.4% +$6.97K 0.18% 108
2024
Q2 		$1.56M Buy
19,948
+4,114
+26% +$311K 0.18% 115
2024
Q1 		$1.21M Buy
15,834
+9,401
+146% +$686K 0.15% 146
2023
Q4 		$448K Sell
6,433
-4,950
-43% -$327K 0.06% 337
2023
Q3 		$723K Buy
11,383
+311
+3% +$20.7K 0.09% 225
2023
Q2 		$738K Sell
11,072
-684
-6% -$43.4K 0.09% 225
2023
Q1 		$733K Buy
11,756
+349
+3% +$21.4K 0.1% 230
2022
Q4 		$689K Buy
11,407
+261
+2% +$15.6K 0.1% 238
2022
Q3 		$601K Buy
+11,146
New +$659K 0.09% 247

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

SeaCrest Wealth Management's DGRW Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 58% in Q2 2026, selling an estimated $3.07M and leaving 23,345 shares worth $2.23M. The position accounts for 0.25% of the portfolio, ranked #77.

SeaCrest Wealth Management first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.15M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • SeaCrest Wealth Management held 23,345 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.23M as of Q2 2026.
  • SeaCrest Wealth Management sold 32,535 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.07M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.25% of SeaCrest Wealth Management's portfolio in Q2 2026, its #77 holding.
  • SeaCrest Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • SeaCrest Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.15M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.