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Stratos Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stratos Investment Management’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
Q1 		$82.6M Buy
940,629
+14,384
+2% +$1.31M 3.31% 5
2025
Q4 		$82.8M Buy
926,245
+23,781
+3% +$2.12M 3.32% 5
2025
Q3 		$80.3M Buy
902,464
+27,630
+3% +$2.4M 3.31% 5
2025
Q2 		$73.3M Sell
874,834
-10,292
-1% -$817K 3.36% 4
2025
Q1 		$70.7M Buy
885,126
+47,225
+6% +$3.87M 3.77% 3
2024
Q4 		$67.8M Buy
837,901
+144,665
+21% +$12.1M 4.08% 3
2024
Q3 		$57.7M Buy
693,236
+49,569
+8% +$3.97M 4.03% 3
2024
Q2 		$50.2M Buy
643,667
+84,393
+15% +$6.38M 4.16% 3
2024
Q1 		$42.6M Sell
559,274
-15,707
-3% -$1.15M 4.16% 4
2023
Q4 		$40.4M Buy
574,981
+16,259
+3% +$1.07M 4.78% 3
2023
Q3 		$35.5M Buy
558,722
+28,441
+5% +$1.89M 5.3% 2
2023
Q2 		$35.3M Buy
530,281
+12,022
+2% +$764K 5.43% 2
2023
Q1 		$32.3M Buy
518,259
+22,626
+5% +$1.39M 5.44% 2
2022
Q4 		$29.9M Buy
495,633
+12,099
+3% +$722K 5.34% 2
2022
Q3 		$26.1M Buy
483,534
+1,086
+0.2% +$64.2K 5.27% 2
2022
Q2 		$27.6M Buy
482,448
+30,277
+7% +$1.84M 5.23% 2
2022
Q1 		$28.8M Buy
452,171
+22,544
+5% +$1.42M 4.78% 2
2021
Q4 		$28.3M Buy
429,627
+65,488
+18% +$4.11M 4.46% 2
2021
Q3 		$21.4M Buy
364,139
+68,736
+23% +$4.21M 3.73% 2
2021
Q2 		$17.6M Buy
295,403
+41,501
+16% +$2.45M 4.85% 1
2021
Q1 		$14.5M Buy
253,902
+14,576
+6% +$800K 4.59% 1
2020
Q4 		$12.9M Buy
239,326
+2,632
+1% +$136K 4.06% 2
2020
Q3 		$11.7M Sell
236,694
-290
-0.1% -$14.1K 4.26% 2
2020
Q2 		$10.8M Buy
236,984
+12,040
+5% +$521K 4.56% 1
2020
Q1 		$8.75M Buy
224,944
+77,742
+53% +$3.53M 4.66% 2
2019
Q4 		$7.13M Buy
147,202
+32,877
+29% +$1.53M 3.31% 10
2019
Q3 		$5.16M Buy
114,325
+20,333
+22% +$900K 2.92% 9
2019
Q2 		$4.1M Buy
+93,992
New +$4.07M 2.59% 9

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Investment Management's DGRW Position: Q1 2026 in Review

Stratos Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q1 2026, buying an estimated $1.31M and bringing the position to 940,629 shares worth $82.6M. The position accounts for 3.31% of the portfolio, ranked #5.

Stratos Investment Management first reported a position in DGRW in Q2 2019 and has held it in 28 quarters since. The position peaked at $82.8M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Stratos Investment Management held 940,629 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $82.6M as of Q1 2026.
  • Stratos Investment Management bought 14,384 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.31M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.31% of Stratos Investment Management's portfolio in Q1 2026, its #5 holding.
  • Stratos Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 28 quarters since.
  • Stratos Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $82.8M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.