Thurston Springer Miller Herd & Titak’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-863	Closed	-$72.4K	–	736
2025 Q2	$72.4K	Buy	863 +3	+0.3%	+$238	0.01%	568
2025 Q1	$68.8K	Buy	860 +800	+1,333%	+$65.5K	0.01%	540
2024 Q4	$4.86K	Buy	+60	New	+$5.02K	﹤0.01%	1019

Other funds holding DGRW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DGRW Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 863 shares — an estimated $72.4K sold.

Thurston Springer Miller Herd & Titak first reported a position in DGRW in Q4 2024 and held it in 3 quarters. The position peaked at $72.4K in Q2 2025. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 863 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $72.4K.
Thurston Springer Miller Herd & Titak first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $72.4K in Q2 2025.
725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.