Tidemark’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tidemark’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	-755	Closed	-$67.5K	–	905
2025 Q4	$67.5K	Hold	755	–	–	0.02%	211
2025 Q3	$67.2K	Hold	755	–	–	0.02%	217
2025 Q2	$63.2K	Hold	755	–	–	0.02%	213
2025 Q1	$60.3K	Hold	755	–	–	0.02%	221
2024 Q4	$61.1K	Hold	755	–	–	0.02%	213
2024 Q3	$62.8K	Hold	755	–	–	0.03%	198
2024 Q2	$58.9K	Hold	755	–	–	0.03%	189
2024 Q1	$57.5K	Sell	755 -200	-21%	-$14.6K	0.03%	216
2023 Q4	$67.1K	Buy	+955	New	+$63.1K	0.04%	195

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

Tidemark's DGRW Position: Q1 2026 in Review

Tidemark sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 755 shares — an estimated $67.5K sold.

Tidemark first reported a position in DGRW in Q4 2023 and held it in 9 quarters. The position peaked at $67.5K in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Tidemark reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Tidemark sold 755 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $67.5K.
Tidemark first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 9 quarters.
Tidemark's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $67.5K 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 Tidemark's 13F filing for Q1 2026, filed 7 May 2026.