TCV Trust & Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TCV Trust & Wealth 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 Q2	$1.33M	Hold	13,884	–	–	0.1%	94
2026 Q1	$1.22M	Hold	13,884	–	–	0.1%	94
2025 Q4	$1.24M	Hold	13,884	–	–	0.1%	93
2025 Q3	$1.24M	Hold	13,884	–	–	0.1%	91
2025 Q2	$1.16M	Hold	13,884	–	–	0.1%	91
2025 Q1	$1.11M	Hold	13,884	–	–	0.1%	94
2024 Q4	$1.12M	Hold	13,884	–	–	0.1%	91
2024 Q3	$1.16M	Hold	13,884	–	–	0.1%	93
2024 Q2	$1.08M	Sell	13,884 -183	-1%	-$13.8K	0.1%	95
2024 Q1	$1.07M	Hold	14,067	–	–	0.1%	95
2023 Q4	$989K	Sell	14,067 -283	-2%	-$18.7K	0.1%	98
2023 Q3	$911K	Hold	14,350	–	–	0.1%	101
2023 Q2	$957K	Hold	14,350	–	–	0.1%	100
2023 Q1	$895K	Hold	14,350	–	–	0.1%	103
2022 Q4	$866K	Hold	14,350	–	–	0.1%	108
2022 Q3	$774K	Hold	14,350	–	–	0.1%	107
2022 Q2	$822K	Hold	14,350	–	–	0.1%	107
2022 Q1	$914K	Hold	14,350	–	–	0.1%	114
2021 Q4	$945K	Hold	14,350	–	–	0.09%	118
2021 Q3	$844K	Hold	14,350	–	–	0.09%	116
2021 Q2	$853K	Hold	14,350	–	–	0.09%	112
2021 Q1	$821K	Sell	14,350 -5,375	-27%	-$295K	0.1%	111
2020 Q4	$1.06M	Sell	19,725 -2,365	-11%	-$122K	0.13%	102
2020 Q3	$1.09M	Hold	22,090	–	–	0.15%	91
2020 Q2	$1M	Buy	+22,090	New	+$956K	0.14%	92

Other funds holding DGRW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

TCV Trust & Wealth Management's DGRW Position: Q2 2026 in Review

TCV Trust & Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 13,884 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #94.

TCV Trust & Wealth Management first reported a position in DGRW in Q2 2020 and has held it in 25 quarters since. 400 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

TCV Trust & Wealth Management held 13,884 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.33M as of Q2 2026.
TCV Trust & Wealth Management 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 0.1% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #94 holding.
TCV Trust & Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 25 quarters since.
400 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.