Ted Buchan & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ted Buchan & Co’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	$1.1M	Sell	12,579 -697	-5%	-$63.4K	0.4%	50
2025 Q4	$1.19M	Buy	13,276 +595	+5%	+$53K	0.44%	50
2025 Q3	$1.13M	Buy	12,681 +1,245	+11%	+$108K	0.44%	51
2025 Q2	$958K	Sell	11,436 -1,059	-8%	-$84K	0.38%	54
2025 Q1	$998K	Sell	12,495 -284	-2%	-$23.3K	0.47%	44
2024 Q4	$1.03M	Sell	12,779 -86	-0.7%	-$7.19K	0.49%	43
2024 Q3	$1.07M	Buy	12,865 +7,783	+153%	+$623K	0.51%	40
2024 Q2	$397K	Buy	+5,082	New	+$384K	0.21%	56

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

Ted Buchan & Co's DGRW Position: Q1 2026 in Review

Ted Buchan & Co reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.3% in Q1 2026, selling an estimated $63.4K and leaving 12,579 shares worth $1.1M. The position accounts for 0.4% of the portfolio, ranked #50.

Ted Buchan & Co first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Ted Buchan & Co held 12,579 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.1M as of Q1 2026.
Ted Buchan & Co sold 697 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $63.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.4% of Ted Buchan & Co's portfolio in Q1 2026, its #50 holding.
Ted Buchan & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Ted Buchan & Co's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.19M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.