Silvercrest Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Silvercrest Asset 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	$489K	Hold	5,117	–	–	﹤0.01%	704
2026 Q1	$449K	Hold	5,117	–	–	﹤0.01%	703
2025 Q4	$458K	Sell	5,117 -855	-14%	-$76.2K	﹤0.01%	728
2025 Q3	$531K	Buy	5,972 +278	+5%	+$24.1K	﹤0.01%	693
2025 Q2	$477K	Sell	5,694 -300	-5%	-$23.8K	﹤0.01%	716
2025 Q1	$479K	Hold	5,994	–	–	﹤0.01%	707
2024 Q4	$485K	Hold	5,994	–	–	﹤0.01%	692
2024 Q3	$499K	Hold	5,994	–	–	﹤0.01%	651
2024 Q2	$468K	Hold	5,994	–	–	﹤0.01%	729
2024 Q1	$457K	Hold	5,994	–	–	﹤0.01%	721
2023 Q4	$421K	Hold	5,994	–	–	﹤0.01%	697
2023 Q3	$381K	Hold	5,994	–	–	﹤0.01%	712
2023 Q2	$400K	Hold	5,994	–	–	﹤0.01%	709
2023 Q1	$374K	Hold	5,994	–	–	﹤0.01%	687
2022 Q4	$362K	Hold	5,994	–	–	﹤0.01%	684
2022 Q3	$323K	Hold	5,994	–	–	﹤0.01%	695
2022 Q2	$344K	Hold	5,994	–	–	﹤0.01%	696
2022 Q1	$382K	Hold	5,994	–	–	﹤0.01%	725
2021 Q4	$395K	Buy	5,994 +300	+5%	+$18.8K	﹤0.01%	703
2021 Q3	$335K	Hold	5,694	–	–	﹤0.01%	741
2021 Q2	$340K	Hold	5,694	–	–	﹤0.01%	733
2021 Q1	$326K	Hold	5,694	–	–	﹤0.01%	736
2020 Q4	$307K	Hold	5,694	–	–	﹤0.01%	713
2020 Q3	$282K	Sell	5,694 -2,839	-33%	-$138K	﹤0.01%	684
2020 Q2	$388K	Sell	8,533 -29,153	-77%	-$1.26M	﹤0.01%	629
2020 Q1	$1.47M	Buy	37,686 +3,237	+9%	+$147K	0.02%	461
2019 Q4	$1.67M	Buy	34,449 +16	+0%	+$747	0.01%	493
2019 Q3	$1.55M	Buy	34,433 +5,949	+21%	+$263K	0.01%	497
2019 Q2	$1.24M	Buy	28,484 +829	+3%	+$35.9K	0.01%	367
2019 Q1	$1.19M	Sell	27,655 -3,031	-10%	-$125K	0.01%	366
2018 Q4	$1.18M	Buy	30,686 +3,097	+11%	+$128K	0.01%	332
2018 Q3	$1.22M	Buy	27,589 +4,202	+18%	+$182K	0.01%	343
2018 Q2	$959K	Buy	23,387 +214	+0.9%	+$8.79K	0.01%	361
2018 Q1	$935K	Buy	+23,173	New	+$974K	0.01%	365

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

Silvercrest Asset Management's DGRW Position: Q2 2026 in Review

Silvercrest Asset Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 5,117 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Silvercrest Asset Management first reported a position in DGRW in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.67M in Q4 2019. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Silvercrest Asset Management held 5,117 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $489K as of Q2 2026.
Silvercrest Asset Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #704 holding.
Silvercrest Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 34 quarters since.
Silvercrest Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.67M in Q4 2019.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.