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SkyView Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

SkyView Investment 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 		$956K Sell
10,000
-523,930
-98% -$49.5M 0.75% 40
2026
Q1 		$46.9M Buy
533,930
+6,070
+1% +$552K 6.31% 5
2025
Q4 		$47.2M Sell
527,860
-1,241
-0.2% -$111K 5.96% 5
2025
Q3 		$47.1M Sell
529,101
-8,358
-2% -$725K 5.95% 4
2025
Q2 		$44.8M Buy
537,459
+7,157
+1% +$568K 6.43% 4
2025
Q1 		$42.4M Buy
530,302
+13,015
+3% +$1.07M 6.37% 4
2024
Q4 		$41.9M Buy
517,287
+8,896
+2% +$744K 6.68% 4
2024
Q3 		$42.3M Buy
508,391
+19,024
+4% +$1.52M 7.03% 4
2024
Q2 		$38.2M Buy
489,367
+2,922
+0.6% +$221K 6.81% 4
2024
Q1 		$37.1M Buy
486,445
+51,657
+12% +$3.77M 6.86% 4
2023
Q4 		$30.6M Buy
434,788
+349,935
+412% +$23.1M 7.65% 4
2023
Q3 		$5.39M Buy
84,853
+64,107
+309% +$4.26M 2.19% 5
2023
Q2 		$1.38M Buy
20,746
+271
+1% +$17.2K 0.34% 86
2023
Q1 		$1.28M Buy
20,475
+7,203
+54% +$443K 0.3% 85
2022
Q4 		$801K Buy
13,272
+248
+2% +$14.8K 0.24% 133
2022
Q3 		$702K Buy
13,024
+795
+7% +$47K 0.21% 167
2022
Q2 		$707K Sell
12,229
-959
-7% -$58.1K 0.19% 180
2022
Q1 		$806K Sell
13,188
-120
-0.9% -$7.57K 0.19% 164
2021
Q4 		$876K Sell
13,308
-1,136
-8% -$71.3K 0.2% 139
2021
Q3 		$850K Buy
14,444
+267
+2% +$16.3K 0.24% 113
2021
Q2 		$811K Hold
14,177
– – 0.38% 67
2021
Q1 		$811K Buy
14,177
+69
+0.5% +$3.79K 0.36% 69
2020
Q4 		$761K Buy
+14,108
New +$730K 0.36% 71

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 $1.78B AUM 13.07% 1-Year Est. Return
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

SkyView Investment Advisors's DGRW Position: Q2 2026 in Review

SkyView Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 98% in Q2 2026, selling an estimated $49.5M and leaving 10,000 shares worth $956K. The position accounts for 0.75% of the portfolio, ranked #40.

SkyView Investment Advisors first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. The position peaked at $47.2M in Q4 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • SkyView Investment Advisors held 10,000 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $956K as of Q2 2026.
  • SkyView Investment Advisors sold 523,930 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $49.5M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.75% of SkyView Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • SkyView Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • SkyView Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $47.2M in Q4 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on SkyView Investment Advisors's 13F filing for Q2 2026, filed 15 Sep 2026.