Smith, Moore & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Smith, Moore & Co’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	$379K	Sell	3,961 -1,048	-21%	-$99K	0.02%	410
2026 Q1	$440K	Sell	5,009 -3,692	-42%	-$336K	0.03%	357
2025 Q4	$778K	Sell	8,701 -1,148	-12%	-$102K	0.06%	241
2025 Q3	$876K	Sell	9,849 -46,304	-82%	-$4.02M	0.07%	227
2025 Q2	$4.7M	Sell	56,153 -21,598	-28%	-$1.71M	0.39%	58
2025 Q1	$6.21M	Sell	77,751 -7,854	-9%	-$643K	0.57%	30
2024 Q4	$6.93M	Buy	85,605 +6,291	+8%	+$526K	0.63%	29
2024 Q3	$6.6M	Buy	79,314 +4,035	+5%	+$323K	0.63%	29
2024 Q2	$5.88M	Buy	75,279 +47,900	+175%	+$3.62M	0.61%	28
2024 Q1	$2.09M	Buy	27,379 +12,032	+78%	+$878K	0.22%	89
2023 Q4	$1.08M	Buy	+15,347	New	+$1.01M	0.13%	150

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

Smith, Moore & Co's DGRW Position: Q2 2026 in Review

Smith, Moore & Co reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, selling an estimated $99K and leaving 3,961 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #410.

Smith, Moore & Co first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.93M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Smith, Moore & Co held 3,961 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $379K as of Q2 2026.
Smith, Moore & Co sold 1,048 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $99K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #410 holding.
Smith, Moore & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Smith, Moore & Co's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.93M in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.