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Signet Financial Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Signet Financial 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
Q1 		$590K Sell
6,718
-40
-0.6% -$3.64K 0.07% 202
2025
Q4 		$604K Sell
6,758
-138
-2% -$12.3K 0.07% 197
2025
Q3 		$613K Buy
6,896
+28
+0.4% +$2.43K 0.07% 189
2025
Q2 		$575K Sell
6,868
-633
-8% -$50.2K 0.07% 193
2025
Q1 		$599K Buy
7,501
+215
+3% +$17.6K 0.08% 193
2024
Q4 		$590K Sell
7,286
-78
-1% -$6.52K 0.08% 184
2024
Q3 		$613K Sell
7,364
-207
-3% -$16.6K 0.08% 179
2024
Q2 		$591K Sell
7,571
-347
-4% -$26.2K 0.08% 180
2024
Q1 		$603K Sell
7,918
-175
-2% -$12.8K 0.08% 183
2023
Q4 		$569K Buy
8,093
+149
+2% +$9.84K 0.09% 183
2023
Q3 		$504K Sell
7,944
-858
-10% -$57K 0.08% 185
2023
Q2 		$587K Sell
8,802
-140
-2% -$8.89K 0.09% 179
2023
Q1 		$557K Sell
8,942
-1,087
-11% -$66.8K 0.09% 180
2022
Q4 		$605K Sell
10,029
-841
-8% -$50.2K 0.11% 174
2022
Q3 		$586K Buy
10,870
+746
+7% +$44.1K 0.11% 155
2022
Q2 		$580K Buy
10,124
+1,521
+18% +$92.2K 0.11% 156
2022
Q1 		$548K Sell
8,603
-646
-7% -$40.8K 0.09% 165
2021
Q4 		$609K Sell
9,249
-1,297
-12% -$81.5K 0.09% 158
2021
Q3 		$621K Sell
10,546
-121
-1% -$7.41K 0.11% 149
2021
Q2 		$636K Buy
10,667
+164
+2% +$9.69K 0.22% 70
2021
Q1 		$601K Sell
10,503
-86
-0.8% -$4.72K 0.11% 150
2020
Q4 		$571K Buy
10,589
+908
+9% +$47K 0.12% 150
2020
Q3 		$485K Buy
9,681
+97
+1% +$4.71K 0.11% 158
2020
Q2 		$471K Buy
9,584
+3,954
+70% +$171K 0.1% 153
2020
Q1 		$239K Buy
+5,630
New +$256K 0.06% 206
2018
Q4 		– Sell
-730
Closed -$32K – 370
2018
Q3 		$32K Buy
730
+130
+22% +$5.62K 0.01% 449
2018
Q2 		$25K Hold
600
– – ﹤0.01% 487
2018
Q1 		$24K Buy
+600
New +$25.2K ﹤0.01% 450

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Signet Financial Management's DGRW Position: Q1 2026 in Review

Signet Financial Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.59% in Q1 2026, selling an estimated $3.64K and leaving 6,718 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #202.

Signet Financial Management first reported a position in DGRW in Q1 2018 and has held it in 28 quarters since. The position peaked at $636K in Q2 2021. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Signet Financial Management held 6,718 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $590K as of Q1 2026.
  • Signet Financial Management sold 40 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $3.64K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Signet Financial Management's portfolio in Q1 2026, its #202 holding.
  • Signet Financial Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 28 quarters since.
  • Signet Financial Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $636K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.