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StoneX Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

StoneX Group’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 		$547K Buy
5,653
+1,544
+38% +$146K 0.02% 525
2026
Q1 		$361K Sell
4,109
-1,867
-31% -$170K 0.02% 510
2025
Q4 		$534K Buy
5,976
+24
+0.4% +$2.14K 0.02% 509
2025
Q3 		$529K Buy
5,952
+83
+1% +$7.2K 0.02% 514
2025
Q2 		$491K Buy
5,869
+253
+5% +$20.1K 0.02% 518
2025
Q1 		$449K Buy
5,616
+1,099
+24% +$90K 0.02% 503
2024
Q4 		$366K Buy
4,517
+106
+2% +$8.86K 0.02% 544
2024
Q3 		$367K Sell
4,411
-498
-10% -$39.9K 0.03% 414
2024
Q2 		$383K Buy
4,909
+529
+12% +$40K 0.03% 404
2024
Q1 		$334K Buy
4,380
+844
+24% +$61.6K 0.03% 400
2023
Q4 		$249K Buy
+3,536
New +$234K 0.02% 464
2020
Q1 		– Sell
-6,474
Closed -$314K – 256
2019
Q4 		$314K Sell
6,474
-416
-6% -$19.4K 0.13% 204
2019
Q3 		$311K Buy
6,890
+204
+3% +$9.03K 0.19% 167
2019
Q2 		$292K Buy
6,686
+4
+0.1% +$173 0.19% 168
2019
Q1 		$288K Buy
+6,682
New +$276K 0.22% 163

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

StoneX Group's DGRW Position: Q2 2026 in Review

StoneX Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 38% in Q2 2026, buying an estimated $146K and bringing the position to 5,653 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #525.

StoneX Group first reported a position in DGRW in Q1 2019 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • StoneX Group held 5,653 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $547K as of Q2 2026.
  • StoneX Group bought 1,544 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $146K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of StoneX Group's portfolio in Q2 2026, its #525 holding.
  • StoneX Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.