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

Trilogy Capital’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	–	Sell	-6,101	Closed	-$536K	–	410
2026 Q1	$536K	Buy	6,101 +636	+12%	+$57.8K	0.02%	257
2025 Q4	$489K	Sell	5,465 -118	-2%	-$10.5K	0.02%	252
2025 Q3	$497K	Buy	5,583 +270	+5%	+$23.4K	0.02%	251
2025 Q2	$445K	Buy	5,313 +1,769	+50%	+$140K	0.02%	247
2025 Q1	$283K	Sell	3,544 -224	-6%	-$18.4K	0.01%	289
2024 Q4	$305K	Buy	+3,768	New	+$315K	0.02%	278
2022 Q1	–	Sell	-197,029	Closed	-$13M	–	176
2021 Q4	$13M	Buy	197,029 +15,128	+8%	+$950K	0.97%	35
2021 Q3	$10.7M	Buy	181,901 +17,377	+11%	+$1.06M	0.81%	39
2021 Q2	$9.98M	Buy	+164,524	New	+$9.72M	0.73%	39

Other funds holding DGRW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

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

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

Trilogy Capital's DGRW Position: Q2 2026 in Review

Trilogy Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 6,101 shares — an estimated $536K sold.

Trilogy Capital first reported a position in DGRW in Q2 2021 and held it in 9 quarters. The position peaked at $13M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Trilogy Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Trilogy Capital sold 6,101 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $536K.
Trilogy Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 9 quarters.
Trilogy Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13M in Q4 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.