Turtle Creek Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
Other funds holding DGRW
HC
Turtle Creek Wealth Advisors's DGRW Position: Q1 2026 in Review
Turtle Creek Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 39% in Q1 2026, selling an estimated $475K and leaving 8,131 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #174.
Turtle Creek Wealth Advisors first reported a position in DGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.
- Turtle Creek Wealth Advisors held 8,131 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $714K as of Q1 2026.
- Turtle Creek Wealth Advisors sold 5,219 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $475K.
- WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #174 holding.
- Turtle Creek Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 3 quarters since.
- Turtle Creek Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.19M in Q4 2025.
- 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.