Trust Company of Toledo’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Trust Company of Toledo’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	$219K	Hold	2,289	–	–	0.02%	290
2026 Q1	$201K	Sell	2,289 -699	-23%	-$63.6K	0.02%	288
2025 Q4	$267K	Sell	2,988 -312	-9%	-$27.8K	0.03%	256
2025 Q3	$294K	Sell	3,300 -262	-7%	-$22.7K	0.03%	247
2025 Q2	$298K	Hold	3,562	–	–	0.03%	239
2025 Q1	$284K	Hold	3,562	–	–	0.04%	208
2024 Q4	$288K	Buy	3,562 +75	+2%	+$6.27K	0.04%	204
2024 Q3	$290K	Buy	3,487 +325	+10%	+$26K	0.04%	204
2024 Q2	$247K	Hold	3,162	–	–	0.04%	209
2024 Q1	$241K	Hold	3,162	–	–	0.04%	205
2023 Q4	$222K	Hold	3,162	–	–	0.04%	203
2023 Q3	$201K	Buy	+3,162	New	+$210K	0.04%	205

Other funds holding DGRW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Trust Company of Toledo's DGRW Position: Q2 2026 in Review

Trust Company of Toledo held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,289 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #290.

Trust Company of Toledo first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $298K in Q2 2025. 411 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Trust Company of Toledo held 2,289 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $219K as of Q2 2026.
Trust Company of Toledo left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Trust Company of Toledo's portfolio in Q2 2026, its #290 holding.
Trust Company of Toledo first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Trust Company of Toledo's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $298K in Q2 2025.
411 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.