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

Smartleaf 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 Q1	$15.5M	Sell	180,457 -26,777	-13%	-$2.43M	0.56%	30
2025 Q4	$18.7M	Buy	207,234 +36,817	+22%	+$3.28M	0.71%	23
2025 Q3	$15.1M	Buy	170,417 +41,314	+32%	+$3.58M	0.94%	13
2025 Q2	$10.8M	Buy	129,103 +15,726	+14%	+$1.25M	0.95%	14
2025 Q1	$8.97M	Buy	113,377 +12,694	+13%	+$1.04M	0.87%	16
2024 Q4	$8.15M	Buy	100,683 +3,185	+3%	+$266K	0.83%	15
2024 Q3	$8.08M	Sell	97,498 -55,319	-36%	-$4.43M	0.98%	11
2024 Q2	$11.9M	Buy	152,817 +35,245	+30%	+$2.66M	1.96%	5
2024 Q1	$8.95M	Buy	117,572 +73,933	+169%	+$5.39M	1.73%	5
2023 Q4	$3.07M	Buy	+43,639	New	+$2.88M	0.82%	24

Other funds holding DGRW

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

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

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

Smartleaf Asset Management's DGRW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q1 2026, selling an estimated $2.43M and leaving 180,457 shares worth $15.5M. The position accounts for 0.56% of the portfolio, ranked #30.

Smartleaf Asset Management first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.7M in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Smartleaf Asset Management held 180,457 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $15.5M as of Q1 2026.
Smartleaf Asset Management sold 26,777 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.43M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.56% of Smartleaf Asset Management's portfolio in Q1 2026, its #30 holding.
Smartleaf Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $18.7M in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.