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 Q2	$1.21M	Buy	12,680 +101	+0.8%	+$9.54K	0.4%	49
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ted Buchan & Co's DGRW Position: Q2 2026 in Review

Ted Buchan & Co increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.8% in Q2 2026, buying an estimated $9.54K and bringing the position to 12,680 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #49.

Ted Buchan & Co first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Ted Buchan & Co held 12,680 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.21M as of Q2 2026.
Ted Buchan & Co bought 101 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.54K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.4% of Ted Buchan & Co's portfolio in Q2 2026, its #49 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 9 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.