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Stephens Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stephens Inc’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 		$393K Buy
4,115
+40
+1% +$3.78K ﹤0.01% 975
2026
Q1 		$358K Hold
4,075
– – ﹤0.01% 968
2025
Q4 		$364K Buy
4,075
+829
+26% +$73.9K ﹤0.01% 962
2025
Q3 		$289K Hold
3,246
– – ﹤0.01% 1063
2025
Q2 		$272K Hold
3,246
– – ﹤0.01% 1057
2025
Q1 		$259K Sell
3,246
-1,256
-28% -$103K ﹤0.01% 1049
2024
Q4 		$364K Sell
4,502
-288
-6% -$24.1K 0.01% 944
2024
Q3 		$399K Sell
4,790
-314
-6% -$25.2K 0.01% 917
2024
Q2 		$398K Buy
5,104
+346
+7% +$26.1K 0.01% 891
2024
Q1 		$362K Buy
4,758
+661
+16% +$48.2K 0.01% 937
2023
Q4 		$288K Buy
4,097
+6
+0.1% +$396 0.01% 947
2023
Q3 		$260K Buy
4,091
+614
+18% +$40.8K 0.01% 946
2023
Q2 		$232K Buy
+3,477
New +$221K ﹤0.01% 1007
2020
Q1 		– Sell
-5,119
Closed -$248K – 1136
2019
Q4 		$248K Buy
5,119
+12
+0.2% +$560 0.01% 942
2019
Q3 		$230K Buy
5,107
+512
+11% +$22.7K 0.01% 1015
2019
Q2 		$201K Sell
4,595
-487
-10% -$21.1K ﹤0.01% 1067
2019
Q1 		$219K Buy
+5,082
New +$210K 0.01% 1027

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

Stephens Inc's DGRW Position: Q2 2026 in Review

Stephens Inc increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.98% in Q2 2026, buying an estimated $3.78K and bringing the position to 4,115 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Stephens Inc first reported a position in DGRW in Q1 2019 and has held it in 17 quarters since. The position peaked at $399K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Stephens Inc held 4,115 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $393K as of Q2 2026.
  • Stephens Inc bought 40 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.78K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #975 holding.
  • Stephens Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 17 quarters since.
  • Stephens Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $399K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.