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

Trust Company of Vermont’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	$58.5K	Buy	+612	New	+$57.8K	﹤0.01%	576
2025 Q4	$20.7K	Sell	231 -64	-22%	-$5.71K	﹤0.01%	740
2025 Q3	$26.2K	Buy	295 +64	+28%	+$5.55K	﹤0.01%	689
2025 Q2	$19.3K	Sell	231 -73	-24%	-$5.79K	﹤0.01%	724
2025 Q1	$24.3K	Buy	304 +73	+32%	+$5.98K	﹤0.01%	635
2024 Q4	$18.7K	Hold	231	–	–	﹤0.01%	694
2024 Q3	$19.2K	Hold	231	–	–	﹤0.01%	666
2024 Q2	$18K	Hold	231	–	–	﹤0.01%	625
2024 Q1	$17.6K	Hold	231	–	–	﹤0.01%	641
2023 Q4	$16.2K	Hold	231	–	–	﹤0.01%	578
2023 Q3	$14.7K	Sell	231 -100	-30%	-$6.64K	﹤0.01%	615
2023 Q2	$22.1K	Buy	331 +100	+43%	+$6.35K	﹤0.01%	570
2023 Q1	$14.4K	Hold	231	–	–	﹤0.01%	649
2022 Q4	$13.9K	Hold	231	–	–	﹤0.01%	634
2022 Q3	$12K	Hold	231	–	–	﹤0.01%	677
2022 Q2	$13K	Buy	+231	New	+$14K	﹤0.01%	635
2022 Q1	–	Sell	-231	Closed	-$15K	–	414
2021 Q4	$15K	Buy	+231	New	+$14.5K	﹤0.01%	617
2021 Q3	–	Sell	-231	Closed	-$14K	–	407
2021 Q2	$14K	Hold	231	–	–	﹤0.01%	603
2021 Q1	$13K	Hold	231	–	–	﹤0.01%	605
2020 Q4	$12K	Hold	231	–	–	﹤0.01%	602
2020 Q3	$11K	Hold	231	–	–	﹤0.01%	595
2020 Q2	$11K	Hold	231	–	–	﹤0.01%	607
2020 Q1	$9K	Hold	231	–	–	﹤0.01%	668
2019 Q4	$11K	Hold	231	–	–	﹤0.01%	700
2019 Q3	$10K	Buy	231 +116	+101%	+$5.13K	﹤0.01%	744
2019 Q2	$5K	Buy	+115	New	+$4.98K	﹤0.01%	834

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

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

Trust Company of Vermont opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 612 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in DGRW as recently as Q4 2025.

Trust Company of Vermont first reported a position in DGRW in Q2 2019 and has held it in 26 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Trust Company of Vermont held 612 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $58.5K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Trust Company of Vermont position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #576 holding.
Trust Company of Vermont first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 26 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.