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Snowden Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Snowden Capital 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 		$315K Sell
3,298
-12
-0.4% -$1.13K 0.01% 1049
2026
Q1 		$291K Buy
3,310
+1,064
+47% +$96.7K 0.01% 1049
2025
Q4 		$201K Sell
2,246
-18
-0.8% -$1.6K 0.01% 1221
2025
Q3 		$201K Buy
+2,264
New +$196K 0.01% 1200
2025
Q2 		– Sell
-2,513
Closed -$201K – 1219
2025
Q1 		$201K Sell
2,513
-118
-4% -$9.67K 0.01% 1161
2024
Q4 		$213K Buy
+2,631
New +$220K 0.01% 1130
2023
Q3 		– Sell
-4,675
Closed -$312K – 1080
2023
Q2 		$312K Sell
4,675
-91
-2% -$5.78K 0.01% 944
2023
Q1 		$297K Sell
4,766
-31
-0.6% -$1.91K 0.01% 944
2022
Q4 		$290K Sell
4,797
-408
-8% -$24.3K 0.01% 923
2022
Q3 		$280K Sell
5,205
-1,595
-23% -$94.3K 0.01% 912
2022
Q2 		$389K Sell
6,800
-559
-8% -$33.9K 0.02% 744
2022
Q1 		$468K Sell
7,359
-43
-0.6% -$2.71K 0.02% 653
2021
Q4 		$487K Buy
7,402
+650
+10% +$40.8K 0.02% 456
2021
Q3 		$397K Buy
6,752
+535
+9% +$32.8K 0.02% 596
2021
Q2 		$371K Buy
6,217
+715
+13% +$42.2K 0.02% 625
2021
Q1 		$315K Buy
5,502
+1,754
+47% +$96.2K 0.02% 611
2020
Q4 		$202K Buy
+3,748
New +$194K 0.01% 644

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 $2.02B AUM
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

Snowden Capital Advisors's DGRW Position: Q2 2026 in Review

Snowden Capital Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.36% in Q2 2026, selling an estimated $1.13K and leaving 3,298 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1049.

Snowden Capital Advisors first reported a position in DGRW in Q4 2020 and has held it in 17 quarters since. The position peaked at $487K in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Snowden Capital Advisors held 3,298 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $315K as of Q2 2026.
  • Snowden Capital Advisors sold 12 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.13K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1049 holding.
  • Snowden Capital Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 17 quarters since.
  • Snowden Capital Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $487K in Q4 2021.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.