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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
Q2 		$2.62M Buy
27,414
+510
+2% +$48.2K 0.13% 147
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 $1.55T 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

Thoroughbred Financial Services's DGRW Position: Q2 2026 in Review

Thoroughbred Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, buying an estimated $48.2K and bringing the position to 27,414 shares worth $2.62M. The position accounts for 0.13% of the portfolio, ranked #147.

Thoroughbred Financial Services first reported a position in DGRW in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.87M in Q3 2024. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Thoroughbred Financial Services held 27,414 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.62M as of Q2 2026.
  • Thoroughbred Financial Services bought 510 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $48.2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Thoroughbred Financial Services's portfolio in Q2 2026, its #147 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 23 quarters since.
  • Thoroughbred Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.87M in Q3 2024.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.