TIAA Trust, National Association’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

TIAA Trust, National Association’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	–	Sell	-7,363	Closed	-$659K	–	455
2025 Q4	$659K	Buy	7,363 +977	+15%	+$87.1K	﹤0.01%	442
2025 Q3	$568K	Buy	6,386 +115	+2%	+$9.97K	﹤0.01%	464
2025 Q2	$525K	Buy	6,271 +2,243	+56%	+$178K	﹤0.01%	461
2025 Q1	$322K	Sell	4,028 -697	-15%	-$57.1K	﹤0.01%	528
2024 Q4	$382K	Sell	4,725 -266	-5%	-$22.2K	﹤0.01%	491
2024 Q3	$415K	Sell	4,991 -269	-5%	-$21.5K	﹤0.01%	473
2024 Q2	$411K	Sell	5,260 -27	-0.5%	-$2.04K	﹤0.01%	459
2024 Q1	$403K	Buy	5,287 +2,398	+83%	+$175K	﹤0.01%	464
2023 Q4	$203K	Buy	+2,889	New	+$191K	﹤0.01%	566

Other funds holding DGRW

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

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

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

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

TIAA Trust, National Association's DGRW Position: Q1 2026 in Review

TIAA Trust, National Association sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 7,363 shares — an estimated $659K sold.

TIAA Trust, National Association first reported a position in DGRW in Q4 2023 and held it in 9 quarters. The position peaked at $659K in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

TIAA Trust, National Association reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 7,363 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $659K.
TIAA Trust, National Association first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 9 quarters.
TIAA Trust, National Association's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $659K in Q4 2025.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.