TD Private Client Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TD Private Client Wealth’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	$1.96M	Buy	22,263 +559	+3%	+$50.8K	0.04%	252
2025 Q4	$1.94M	Buy	21,704 +3,590	+20%	+$320K	0.04%	256
2025 Q3	$1.61M	Buy	18,114 +8,417	+87%	+$730K	0.04%	276
2025 Q2	$812K	Buy	9,697 +710	+8%	+$56.3K	0.02%	395
2025 Q1	$718K	Buy	8,987 +1,631	+22%	+$134K	0.02%	388
2024 Q4	$595K	Buy	7,356 +622	+9%	+$52K	0.02%	431
2024 Q3	$560K	Buy	6,734 +5,928	+735%	+$475K	0.02%	439
2024 Q2	$62.9K	Buy	+806	New	+$60.9K	﹤0.01%	771

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TD Private Client Wealth's DGRW Position: Q1 2026 in Review

TD Private Client Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.6% in Q1 2026, buying an estimated $50.8K and bringing the position to 22,263 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #252.

TD Private Client Wealth first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

TD Private Client Wealth held 22,263 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.96M as of Q1 2026.
TD Private Client Wealth bought 559 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $50.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #252 holding.
TD Private Client Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.