Taiyo Life Insurance Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Taiyo Life Insurance Company’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	$37.3M	Hold	390,000	–	–	3.41%	9
2026 Q1	$34.3M	Sell	390,000 -135,000	-26%	-$12.3M	3.78%	9
2025 Q4	$47M	Hold	525,000	–	–	4.02%	9
2025 Q3	$46.7M	Hold	525,000	–	–	4.09%	9
2025 Q2	$44M	Sell	525,000 -325,000	-38%	-$25.8M	4.13%	9
2025 Q1	$67.9M	Hold	850,000	–	–	6.08%	9
2024 Q4	$68.8M	Hold	850,000	–	–	5.58%	9
2024 Q3	$70.7M	Hold	850,000	–	–	5.61%	9
2024 Q2	$66.3M	Hold	850,000	–	–	5.3%	9
2024 Q1	$64.8M	Hold	850,000	–	–	5.21%	9
2023 Q4	$59.7M	Hold	850,000	–	–	4.76%	9
2023 Q3	$54M	Hold	850,000	–	–	4.17%	11
2023 Q2	$56.7M	Hold	850,000	–	–	4.48%	10
2023 Q1	$53M	Hold	850,000	–	–	4.33%	10
2022 Q4	$51.3M	Hold	850,000	–	–	4.52%	10
2022 Q3	$45.8M	Hold	850,000	–	–	5.4%	8
2022 Q2	$48.7M	Hold	850,000	–	–	6.43%	6
2022 Q1	$54.1M	Hold	850,000	–	–	8.1%	4
2021 Q4	$56M	Hold	850,000	–	–	7.98%	4
2021 Q3	$50M	Hold	850,000	–	–	7.89%	4
2021 Q2	$50.7M	Hold	850,000	–	–	8.01%	4
2021 Q1	$48.6M	Hold	850,000	–	–	8.26%	4
2020 Q4	$45.9M	Hold	850,000	–	–	8.27%	4
2020 Q3	$42.1M	Hold	850,000	–	–	8.46%	4
2020 Q2	$38.7M	Hold	850,000	–	–	8.43%	4
2020 Q1	$33.1M	Hold	850,000	–	–	9.42%	4
2019 Q4	$41.2M	Hold	850,000	–	–	22.92%	3
2019 Q3	$38.3M	Hold	850,000	–	–	22.96%	3
2019 Q2	$37.1M	Hold	850,000	–	–	18.84%	4
2019 Q1	$36.6M	Hold	850,000	–	–	19.07%	4
2018 Q4	$32.6M	Hold	850,000	–	–	19.15%	4
2018 Q3	$37.7M	Hold	850,000	–	–	19.04%	4
2018 Q2	$34.9M	Hold	850,000	–	–	16.09%	5
2018 Q1	$34.3M	Buy	+850,000	New	+$35.7M	16.6%	4

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Taiyo Life Insurance Company's DGRW Position: Q2 2026 in Review

Taiyo Life Insurance Company held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 390,000 shares worth $37.3M. The position accounts for 3.41% of the portfolio, ranked #9.

Taiyo Life Insurance Company first reported a position in DGRW in Q1 2018 and has held it in 34 quarters since. The position peaked at $70.7M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Taiyo Life Insurance Company held 390,000 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $37.3M as of Q2 2026.
Taiyo Life Insurance Company left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.41% of Taiyo Life Insurance Company's portfolio in Q2 2026, its #9 holding.
Taiyo Life Insurance Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 34 quarters since.
Taiyo Life Insurance Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $70.7M 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 Taiyo Life Insurance Company's 13F filing for Q2 2026, filed 28 Jul 2026.