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DGRW icon

Sunbelt Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Sunbelt Securities’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 		$385K Buy
4,384
+8
+0.2% +$727 0.02% 465
2025
Q4 		$391K Buy
4,376
+11
+0.3% +$981 0.03% 461
2025
Q3 		$388K Sell
4,365
-1,051
-19% -$91.2K 0.03% 450
2025
Q2 		$438K Sell
5,416
-14
-0.3% -$1.11K 0.04% 381
2025
Q1 		$434K Buy
5,430
+14
+0.3% +$1.15K 0.04% 360
2024
Q4 		$439K Buy
5,416
+16
+0.3% +$1.34K 0.04% 384
2024
Q3 		$449K Buy
5,400
+17
+0.3% +$1.36K 0.04% 380
2024
Q2 		$420K Buy
5,383
+471
+10% +$35.6K 0.04% 374
2024
Q1 		$374K Sell
4,912
-407
-8% -$29.7K 0.04% 384
2023
Q4 		$374K Sell
5,319
-452
-8% -$29.9K 0.05% 364
2023
Q3 		$366K Buy
5,771
+1,068
+23% +$71K 0.05% 358
2023
Q2 		$314K Sell
4,703
-394
-8% -$25K 0.05% 380
2023
Q1 		$314K Sell
5,097
-99
-2% -$6.08K 0.05% 344
2022
Q4 		$314K Buy
5,196
+148
+3% +$8.83K 0.06% 341
2022
Q3 		$272K Buy
5,048
+29
+0.6% +$1.72K 0.06% 351
2022
Q2 		$288K Sell
5,019
-343
-6% -$20.8K 0.06% 340
2022
Q1 		$345K Sell
5,362
-498
-8% -$31.4K 0.06% 328
2021
Q4 		$374K Buy
+5,860
New +$368K 0.06% 323
2020
Q2 		– Sell
-5,326
Closed -$207K – 320
2020
Q1 		$207K Buy
+5,326
New +$242K 0.01% 342

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sunbelt Securities's DGRW Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.18% in Q1 2026, buying an estimated $727 and bringing the position to 4,384 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #465.

Sunbelt Securities first reported a position in DGRW in Q1 2020 and has held it in 19 quarters since. The position peaked at $449K in Q3 2024. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Sunbelt Securities held 4,384 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $385K as of Q1 2026.
  • Sunbelt Securities bought 8 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $727.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #465 holding.
  • Sunbelt Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 19 quarters since.
  • Sunbelt Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $449K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.