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

Trust Company’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
Q3 		$83.9K Buy
863
+607
+237% +$59.5K 0.01% 261
2026
Q2 		$24.5K Buy
256
+98
+62% +$9.26K ﹤0.01% 361
2026
Q1 		$13.9K Buy
158
+129
+445% +$11.7K ﹤0.01% 407
2025
Q4 		$2.59K Buy
+29
New +$2.58K ﹤0.01% 513

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Trust Company's DGRW Position: Q3 2026 in Review

Trust Company increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 237% in Q3 2026, buying an estimated $59.5K and bringing the position to 863 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #261.

Trust Company first reported a position in DGRW in Q4 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Trust Company held 863 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $83.9K as of Q3 2026.
  • Trust Company bought 607 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $59.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Trust Company's portfolio in Q3 2026, its #261 holding.
  • Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.