Stuart Chaussee & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-268	Closed	-$23.8K	–	41
2025 Q3	$23.8K	Hold	268	–	–	0.01%	121
2025 Q2	$22.4K	Hold	268	–	–	0.01%	122
2025 Q1	$21.4K	Hold	268	–	–	0.01%	122
2024 Q4	$21.7K	Hold	268	–	–	0.01%	119
2024 Q3	$22.3K	Hold	268	–	–	0.01%	106
2024 Q2	$20.9K	Hold	268	–	–	0.01%	104
2024 Q1	$20.4K	Hold	268	–	–	0.01%	98
2023 Q4	$18.8K	Hold	268	–	–	0.01%	94
2023 Q3	$17K	Hold	268	–	–	0.01%	77
2023 Q2	$17.9K	Buy	+268	New	+$17K	0.01%	76

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Stuart Chaussee & Associates's DGRW Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 268 shares — an estimated $23.8K sold.

Stuart Chaussee & Associates first reported a position in DGRW in Q2 2023 and held it in 10 quarters. The position peaked at $23.8K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Stuart Chaussee & Associates reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 268 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $23.8K.
Stuart Chaussee & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 10 quarters.
Stuart Chaussee & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23.8K in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.