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Thoroughbred Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Thoroughbred Financial Services’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 		$2.36M Sell
26,904
-1,383
-5% -$126K 0.14% 140
2025
Q4 		$2.53M Sell
28,287
-852
-3% -$75.9K 0.15% 127
2025
Q3 		$2.59M Sell
29,139
-4,407
-13% -$382K 0.16% 130
2025
Q2 		$2.81M Sell
33,546
-1,828
-5% -$145K 0.2% 112
2025
Q1 		$2.83M Sell
35,374
-36
-0.1% -$2.95K 0.18% 125
2024
Q4 		$2.87M Buy
35,410
+966
+3% +$80.8K 0.18% 114
2024
Q3 		$2.87M Buy
34,444
+2,373
+7% +$190K 0.18% 107
2024
Q2 		$2.5M Buy
32,071
+4,412
+16% +$333K 0.17% 122
2024
Q1 		$2.11M Buy
27,659
+214
+0.8% +$15.6K 0.2% 103
2023
Q4 		$1.93M Sell
27,445
-1,432
-5% -$94.6K 0.16% 134
2023
Q3 		$1.83M Buy
28,877
+5,458
+23% +$363K 0.18% 122
2023
Q2 		$1.56M Buy
23,419
+1,329
+6% +$84.4K 0.2% 114
2023
Q1 		$1.38M Buy
22,090
+2,280
+12% +$140K 0.2% 124
2022
Q4 		$1.2M Buy
19,810
+13,198
+200% +$787K 0.2% 133
2022
Q3 		$356K Buy
+6,612
New +$391K 0.07% 248
2021
Q4 		– Sell
-4,882
Closed -$287K – 340
2021
Q3 		$287K Sell
4,882
-880
-15% -$53.9K 0.07% 247
2021
Q2 		$344K Hold
5,762
– – 0.09% 220
2021
Q1 		$329K Hold
5,762
– – 0.09% 204
2020
Q4 		$310K Buy
5,762
+144
+3% +$7.46K 0.1% 192
2020
Q3 		$278K Hold
5,618
– – 0.1% 180
2020
Q2 		$256K Hold
5,618
– – 0.11% 184
2020
Q1 		$219K Buy
+5,618
New +$255K 0.08% 225

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

Thoroughbred Financial Services's DGRW Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.9% in Q1 2026, selling an estimated $126K and leaving 26,904 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #140.

Thoroughbred Financial Services first reported a position in DGRW in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.87M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Thoroughbred Financial Services held 26,904 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.36M as of Q1 2026.
  • Thoroughbred Financial Services sold 1,383 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $126K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of Thoroughbred Financial Services's portfolio in Q1 2026, its #140 holding.
  • Thoroughbred Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 22 quarters since.
  • Thoroughbred Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.87M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.