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

Sovran 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 		$1.38M Sell
14,366
-514
-3% -$48.6K 0.1% 215
2026
Q1 		$1.4M Buy
14,880
+521
+4% +$47.4K 0.11% 196
2025
Q4 		$1.31M Sell
14,359
-2,051
-12% -$183K 0.11% 192
2025
Q3 		$1.47M Buy
16,410
+581
+4% +$50.4K 0.13% 173
2025
Q2 		$1.34M Sell
15,829
-1,254
-7% -$99.5K 0.14% 163
2025
Q1 		$1.29M Buy
17,083
+856
+5% +$70.1K 0.17% 145
2024
Q4 		$1.31M Buy
+16,227
New +$1.36M 0.19% 130

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sovran Advisors's DGRW Position: Q2 2026 in Review

Sovran Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $48.6K and leaving 14,366 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #215.

Sovran Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Sovran Advisors held 14,366 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.38M as of Q2 2026.
  • Sovran Advisors sold 514 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $48.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #215 holding.
  • Sovran Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.47M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.