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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
Q2 		$13.1M Buy
137,069
+3,216
+2% +$304K 1.07% 26
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TD Capital Management's DGRW Position: Q2 2026 in Review

TD Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q2 2026, buying an estimated $304K and bringing the position to 137,069 shares worth $13.1M. The position accounts for 1.07% of the portfolio, ranked #26.

TD Capital Management first reported a position in DGRW in Q1 2020 and has held it in 26 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • TD Capital Management held 137,069 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.1M as of Q2 2026.
  • TD Capital Management bought 3,216 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $304K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.07% of TD Capital Management's portfolio in Q2 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 26 quarters since.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.