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

Silver Oak 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
Q1 		$816K Buy
9,291
+3,132
+51% +$285K 0.06% 307
2025
Q4 		$555K Sell
6,159
-14,809
-71% -$1.32M 0.04% 430
2025
Q3 		$1.87M Sell
20,968
-595
-3% -$51.6K 0.14% 152
2025
Q2 		$1.81M Buy
21,563
+15,036
+230% +$1.19M 0.15% 153
2025
Q1 		$516K Buy
6,527
+875
+15% +$71.7K 0.05% 367
2024
Q4 		$458K Buy
5,652
+921
+19% +$77K 0.04% 402
2024
Q3 		$392K Buy
4,731
+1,516
+47% +$121K 0.04% 370
2024
Q2 		$251K Buy
+3,215
New +$243K 0.04% 331
2024
Q1 		– Sell
-46,631
Closed -$3.28M – 491
2023
Q4 		$3.28M Buy
46,631
+22,301
+92% +$1.47M 0.44% 50
2023
Q3 		$1.54M Buy
24,330
+20,351
+511% +$1.35M 0.34% 60
2023
Q2 		$265K Buy
+3,979
New +$253K 0.04% 372
2022
Q4 		– Sell
-24,330
Closed -$1.54M – 348
2022
Q3 		$1.54M Buy
+24,330
New +$1.44M 0.34% 60

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

Silver Oak Securities's DGRW Position: Q1 2026 in Review

Silver Oak Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 51% in Q1 2026, buying an estimated $285K and bringing the position to 9,291 shares worth $816K. The position accounts for 0.06% of the portfolio, ranked #307.

Silver Oak Securities first reported a position in DGRW in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.28M in Q4 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Silver Oak Securities held 9,291 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $816K as of Q1 2026.
  • Silver Oak Securities bought 3,132 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $285K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Silver Oak Securities's portfolio in Q1 2026, its #307 holding.
  • Silver Oak Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 12 quarters since.
  • Silver Oak Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.28M in Q4 2023.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.