Tucker Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Tucker Asset Management’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 Q1	–	Sell	-2,481	Closed	-$222K	–	531
2025 Q4	$222K	Hold	2,481	–	–	0.06%	101
2025 Q3	$221K	Hold	2,481	–	–	0.07%	107
2025 Q2	$208K	Hold	2,481	–	–	0.07%	106
2025 Q1	$198K	Hold	2,481	–	–	0.06%	101
2024 Q4	$201K	Hold	2,481	–	–	0.02%	140
2024 Q3	$206K	Hold	2,481	–	–	0.05%	140
2024 Q2	$194K	Sell	2,481 -640	-21%	-$48.4K	0.04%	168
2024 Q1	$238K	Buy	3,121 +3,015	+2,844%	+$220K	0.05%	155
2023 Q4	$7.45K	Hold	106	–	–	﹤0.01%	779
2023 Q3	$6.73K	Buy	+106	New	+$7.04K	﹤0.01%	759

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tucker Asset Management's DGRW Position: Q1 2026 in Review

Tucker Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 2,481 shares — an estimated $222K sold.

Tucker Asset Management first reported a position in DGRW in Q3 2023 and held it in 10 quarters. The position peaked at $238K in Q1 2024. 773 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Tucker Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 2,481 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $222K.
Tucker Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and held it in 10 quarters.
Tucker Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $238K in Q1 2024.
773 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.