Truist Financial
DGRW icon

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

Truist Financial’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 		$19M Sell
198,910
-70,168
-26% -$6.63M 0.02% 452
2026
Q1 		$23.6M Sell
269,078
-27,876
-9% -$2.53M 0.03% 379
2025
Q4 		$26.6M Buy
296,954
+11,100
+4% +$989K 0.04% 350
2025
Q3 		$25.4M Buy
285,854
+6,569
+2% +$570K 0.03% 362
2025
Q2 		$23.4M Sell
279,285
-7,073
-2% -$561K 0.03% 360
2025
Q1 		$22.9M Sell
286,358
-3,711
-1% -$304K 0.04% 346
2024
Q4 		$23.5M Sell
290,069
-1,898
-0.7% -$159K 0.04% 356
2024
Q3 		$24.3M Buy
291,967
+9,228
+3% +$739K 0.04% 352
2024
Q2 		$22.1M Buy
282,739
+6,846
+2% +$517K 0.03% 379
2024
Q1 		$21M Buy
275,893
+22,513
+9% +$1.64M 0.03% 401
2023
Q4 		$17.8M Buy
253,380
+17,250
+7% +$1.14M 0.03% 438
2023
Q3 		$15M Buy
236,130
+74,413
+46% +$4.94M 0.03% 467
2023
Q2 		$10.8M Sell
161,717
-7,051
-4% -$448K 0.02% 563
2023
Q1 		$10.5M Buy
168,768
+10,295
+6% +$633K 0.02% 572
2022
Q4 		$9.57M Sell
158,473
-217,863
-58% -$13M 0.02% 584
2022
Q3 		$20.3M Sell
376,336
-30,260
-7% -$1.79M 0.04% 354
2022
Q2 		$23.3M Buy
406,596
+51,722
+15% +$3.14M 0.04% 341
2022
Q1 		$22.6M Sell
354,874
-15,520
-4% -$979K 0.04% 389
2021
Q4 		$24.4M Sell
370,394
-25,142
-6% -$1.58M 0.04% 371
2021
Q3 		$23.3M Buy
395,536
+9,650
+3% +$591K 0.04% 370
2021
Q2 		$23M Buy
385,886
+59,805
+18% +$3.53M 0.04% 397
2021
Q1 		$18.6M Buy
326,081
+14,255
+5% +$782K 0.03% 430
2020
Q4 		$16.8M Buy
311,826
+5,315
+2% +$275K 0.03% 448
2020
Q3 		$15.2M Buy
306,511
+47,724
+18% +$2.32M 0.03% 432
2020
Q2 		$11.8M Buy
258,787
+11,628
+5% +$503K 0.03% 491
2020
Q1 		$9.62M Buy
247,159
+44,474
+22% +$2.02M 0.03% 494
2019
Q4 		$9.82M Buy
+202,685
New +$9.46M 0.02% 580

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

Truist Financial's DGRW Position: Q2 2026 in Review

Truist Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 26% in Q2 2026, selling an estimated $6.63M and leaving 198,910 shares worth $19M. The position accounts for 0.02% of the portfolio, ranked #452.

Truist Financial first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.6M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Truist Financial held 198,910 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19M as of Q2 2026.
  • Truist Financial sold 70,168 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.63M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Truist Financial's portfolio in Q2 2026, its #452 holding.
  • Truist Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $26.6M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.