UBS AM
DGRW icon

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

UBS AM’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 		$3.88M Sell
40,576
-2,232
-5% -$211K ﹤0.01% 1731
2026
Q1 		$3.76M Buy
42,808
+35,430
+480% +$3.22M ﹤0.01% 1706
2025
Q4 		$660K Buy
+7,378
New +$658K ﹤0.01% 2266
2019
Q4 		– Sell
-1,642
Closed -$74K – 2601
2019
Q3 		$74K Sell
1,642
-1,908
-54% -$84.4K ﹤0.01% 2688
2019
Q2 		$155K Buy
+3,550
New +$154K ﹤0.01% 2598

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS AM's DGRW Position: Q2 2026 in Review

UBS AM reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.2% in Q2 2026, selling an estimated $211K and leaving 40,576 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

UBS AM first reported a position in DGRW in Q2 2019 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • UBS AM held 40,576 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.88M as of Q2 2026.
  • UBS AM sold 2,232 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $211K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1731 holding.
  • UBS AM first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 5 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.