Smart Money Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Smart Money Group’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
2025 Q1	–	Sell	-30,449	Closed	-$2.46M	–	81
2024 Q4	$2.46M	Sell	30,449 -134	-0.4%	-$11.2K	0.85%	33
2024 Q3	$2.51M	Buy	30,583 +612	+2%	+$49K	0.89%	31
2024 Q2	$2.39M	Sell	29,971 -198,696	-87%	-$15M	0.85%	29
2024 Q1	$16.7M	Buy	+228,667	New	+$16.7M	6.49%	3
2020 Q4	–	Sell	-82,244	Closed	-$4.08M	–	59
2020 Q3	$4.08M	Buy	82,244 +40,451	+97%	+$1.96M	1.76%	18
2020 Q2	$1.9M	Buy	41,793 +3,722	+10%	+$161K	1.12%	28
2020 Q1	$1.48M	Buy	+38,071	New	+$1.73M	1.04%	29

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Smart Money Group's DGRW Position: Q1 2025 in Review

Smart Money Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 30,449 shares — an estimated $2.46M sold.

Smart Money Group first reported a position in DGRW in Q1 2020 and held it in 7 quarters. The position peaked at $16.7M in Q1 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Smart Money Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Smart Money Group sold 30,449 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $2.46M.
Smart Money Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 7 quarters.
Smart Money Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $16.7M in Q1 2024.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.