TCM
DGRW icon

TD Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TD Capital 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 		$11.8M Sell
133,853
-686
-0.5% -$62.4K 1.06% 26
2025
Q4 		$12M Buy
134,539
+1,976
+1% +$176K 1.07% 25
2025
Q3 		$11.8M Buy
132,563
+4,810
+4% +$417K 1.06% 23
2025
Q2 		$10.7M Buy
127,753
+4,973
+4% +$395K 1.01% 26
2025
Q1 		$9.81M Buy
122,780
+6,975
+6% +$571K 0.99% 28
2024
Q4 		$9.37M Sell
115,805
-1,661
-1% -$139K 0.95% 27
2024
Q3 		$9.77M Buy
117,466
+7,112
+6% +$570K 0.98% 26
2024
Q2 		$8.61M Buy
110,354
+1,911
+2% +$144K 0.9% 27
2024
Q1 		$8.26M Sell
108,443
-1,761
-2% -$128K 0.88% 28
2023
Q4 		$7.75M Buy
110,204
+4,928
+5% +$325K 0.88% 26
2023
Q3 		$6.68M Buy
105,276
+5,960
+6% +$396K 0.82% 26
2023
Q2 		$6.62M Buy
99,316
+10,126
+11% +$643K 0.79% 30
2023
Q1 		$5.56M Buy
89,190
+13,883
+18% +$853K 0.69% 32
2022
Q4 		$4.55M Buy
75,307
+35,639
+90% +$2.13M 0.59% 32
2022
Q3 		$2.14M Buy
39,668
+8,501
+27% +$503K 0.3% 35
2022
Q2 		$1.79M Buy
31,167
+737
+2% +$44.7K 0.24% 37
2022
Q1 		$1.94M Buy
30,430
+2,609
+9% +$165K 0.23% 38
2021
Q4 		$1.83M Sell
27,821
-684
-2% -$43K 0.21% 37
2021
Q3 		$1.68M Buy
28,505
+4,029
+16% +$247K 0.21% 36
2021
Q2 		$1.46M Sell
24,476
-6,254
-20% -$369K 0.18% 34
2021
Q1 		$1.76M Buy
30,730
+39
+0.1% +$2.14K 0.23% 30
2020
Q4 		$1.66M Buy
30,691
+1,544
+5% +$79.9K 0.23% 30
2020
Q3 		$1.45M Buy
29,147
+3,494
+14% +$170K 0.22% 30
2020
Q2 		$1.17M Buy
25,653
+8,081
+46% +$350K 0.19% 32
2020
Q1 		$684K Buy
+17,572
New +$798K 0.13% 35

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

TD Capital Management's DGRW Position: Q1 2026 in Review

TD Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.51% in Q1 2026, selling an estimated $62.4K and leaving 133,853 shares worth $11.8M. The position accounts for 1.06% of the portfolio, ranked #26.

TD Capital Management first reported a position in DGRW in Q1 2020 and has held it in 25 quarters since. The position peaked at $12M in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • TD Capital Management held 133,853 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.8M as of Q1 2026.
  • TD Capital Management sold 686 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $62.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.06% of TD Capital Management's portfolio in Q1 2026, its #26 holding.
  • TD Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 25 quarters since.
  • TD Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.