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

Truvestments 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	$4.68K	Hold	49	–	–	﹤0.01%	914
2026 Q1	$4.3K	Hold	49	–	–	﹤0.01%	904
2025 Q4	$4.38K	Hold	49	–	–	﹤0.01%	819
2025 Q3	$4.36K	Hold	49	–	–	﹤0.01%	844
2025 Q2	$4.1K	Hold	49	–	–	﹤0.01%	756
2025 Q1	$3.91K	Hold	49	–	–	﹤0.01%	780
2024 Q4	$3.97K	Hold	49	–	–	﹤0.01%	730
2024 Q3	$4.08K	Buy	+49	New	+$3.92K	﹤0.01%	708
2023 Q2	–	Sell	-99	Closed	-$6.17K	–	699
2023 Q1	$6.17K	Hold	99	–	–	﹤0.01%	486
2022 Q4	$5.98K	Hold	99	–	–	﹤0.01%	524
2022 Q3	$5K	Hold	99	–	–	﹤0.01%	467
2022 Q2	$6K	Buy	+99	New	+$6K	﹤0.01%	463
2022 Q1	–	Sell	-99	Closed	-$7K	–	272
2021 Q4	$7K	Buy	+99	New	+$6.22K	﹤0.01%	440
2018 Q3	$11K	Buy	+250	New	+$10.8K	0.01%	616

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

Truvestments Capital's DGRW Position: Q2 2026 in Review

Truvestments Capital held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 49 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Truvestments Capital first reported a position in DGRW in Q3 2018 and has held it in 14 quarters since. The position peaked at $11K in Q3 2018. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Truvestments Capital held 49 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.68K as of Q2 2026.
Truvestments Capital 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 ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #914 holding.
Truvestments Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 14 quarters since.
Truvestments Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11K in Q3 2018.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.