Simon Quick Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Simon Quick Advisors’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	$742K	Hold	7,762	–	–	0.03%	226
2026 Q1	$682K	Hold	7,762	–	–	0.03%	219
2025 Q4	$694K	Hold	7,762	–	–	0.03%	221
2025 Q3	$691K	Hold	7,762	–	–	0.03%	230
2025 Q2	$650K	Hold	7,762	–	–	0.03%	223
2025 Q1	$620K	Sell	7,762 -100	-1%	-$8.19K	0.04%	256
2024 Q4	$636K	Hold	7,862	–	–	0.04%	211
2024 Q3	$654K	Hold	7,862	–	–	0.04%	204
2024 Q2	$614K	Hold	7,862	–	–	0.04%	186
2024 Q1	$599K	Sell	7,862 -400	-5%	-$29.2K	0.04%	179
2023 Q4	$581K	Hold	8,262	–	–	0.05%	157
2023 Q3	$525K	Buy	+8,262	New	+$549K	0.05%	159
2022 Q2	–	Sell	-1,750	Closed	-$111K	–	235
2022 Q1	$111K	Hold	1,750	–	–	0.03%	139
2021 Q4	$115K	Hold	1,750	–	–	0.03%	147
2021 Q3	$102K	Hold	1,750	–	–	0.03%	169
2021 Q2	$104K	Hold	1,750	–	–	0.03%	146
2021 Q1	$100K	Buy	+1,750	New	+$96K	0.03%	148

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

Simon Quick Advisors's DGRW Position: Q2 2026 in Review

Simon Quick Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 7,762 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #226.

Simon Quick Advisors first reported a position in DGRW in Q1 2021 and has held it in 17 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Simon Quick Advisors held 7,762 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $742K as of Q2 2026.
Simon Quick Advisors 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 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #226 holding.
Simon Quick Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 17 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.