Twin Focus Capital Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Twin Focus Capital Partners’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	$336K	Hold	3,518	–	–	0.03%	145
2026 Q1	$309K	Hold	3,518	–	–	0.04%	150
2025 Q4	$315K	Hold	3,518	–	–	0.04%	156
2025 Q3	$313K	Sell	3,518 -802	-19%	-$69.6K	0.04%	151
2025 Q2	$362K	Hold	4,320	–	–	0.05%	127
2025 Q1	$345K	Hold	4,320	–	–	0.05%	122
2024 Q4	$350K	Hold	4,320	–	–	0.05%	116
2024 Q3	$359K	Hold	4,320	–	–	0.06%	114
2024 Q2	$337K	Hold	4,320	–	–	0.05%	113
2024 Q1	$329K	Hold	4,320	–	–	0.06%	111
2023 Q4	$304K	Hold	4,320	–	–	0.06%	118
2023 Q3	$274K	Sell	4,320 -510	-11%	-$33.9K	0.06%	130
2023 Q2	$322K	Hold	4,830	–	–	0.07%	157
2023 Q1	$301K	Hold	4,830	–	–	0.06%	166
2022 Q4	$292K	Sell	4,830 -600	-11%	-$35.8K	0.06%	161
2022 Q3	$293K	Hold	5,430	–	–	0.07%	147
2022 Q2	$311K	Hold	5,430	–	–	0.07%	144
2022 Q1	$346K	Hold	5,430	–	–	0.07%	150
2021 Q4	$358K	Sell	5,430 -500	-8%	-$31.4K	0.07%	144
2021 Q3	$349K	Hold	5,930	–	–	0.08%	123
2021 Q2	$354K	Sell	5,930 -670	-10%	-$39.6K	0.08%	124
2021 Q1	$377K	Hold	6,600	–	–	0.11%	101
2020 Q4	$356K	Sell	6,600 -780	-11%	-$40.4K	0.11%	107
2020 Q3	$366K	Hold	7,380	–	–	0.13%	88
2020 Q2	$336K	Buy	+7,380	New	+$319K	0.13%	91

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

Twin Focus Capital Partners's DGRW Position: Q2 2026 in Review

Twin Focus Capital Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,518 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #145.

Twin Focus Capital Partners first reported a position in DGRW in Q2 2020 and has held it in 25 quarters since. The position peaked at $377K in Q1 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Twin Focus Capital Partners held 3,518 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $336K as of Q2 2026.
Twin Focus Capital Partners 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 0.03% of Twin Focus Capital Partners's portfolio in Q2 2026, its #145 holding.
Twin Focus Capital Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 25 quarters since.
Twin Focus Capital Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $377K in Q1 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.