UBS Group
DGRW icon

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

UBS Group’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 		$267M Buy
2,793,709
+27,346
+1% +$2.58M 0.03% 518
2026
Q1 		$243M Buy
2,766,363
+87,790
+3% +$7.98M 0.04% 525
2025
Q4 		$240M Buy
2,678,573
+138,923
+5% +$12.4M 0.04% 490
2025
Q3 		$226M Buy
2,539,650
+102,758
+4% +$8.91M 0.04% 521
2025
Q2 		$204M Buy
2,436,892
+79,315
+3% +$6.29M 0.04% 527
2025
Q1 		$188M Sell
2,357,577
-3,721
-0.2% -$305K 0.03% 541
2024
Q4 		$191M Sell
2,361,298
-24,280
-1% -$2.03M 0.04% 538
2024
Q3 		$199M Buy
2,385,578
+12,835
+0.5% +$1.03M 0.04% 418
2024
Q2 		$185M Sell
2,372,743
-33,539
-1% -$2.53M 0.05% 373
2024
Q1 		$183M Buy
2,406,282
+45,069
+2% +$3.29M 0.05% 396
2023
Q4 		$166M Buy
2,361,213
+380,946
+19% +$25.2M 0.05% 369
2023
Q3 		$126M Buy
1,980,267
+156,040
+9% +$10.4M 0.04% 413
2023
Q2 		$122M Buy
1,824,227
+121,625
+7% +$7.72M 0.04% 417
2023
Q1 		$106M Buy
1,702,602
+85,858
+5% +$5.28M 0.04% 438
2022
Q4 		$97.6M Buy
1,616,744
+163,833
+11% +$9.77M 0.04% 499
2022
Q3 		$78.3M Buy
1,452,911
+117,647
+9% +$6.96M 0.03% 514
2022
Q2 		$76.5M Buy
1,335,264
+37,623
+3% +$2.28M 0.03% 539
2022
Q1 		$82.6M Buy
1,297,641
+58,639
+5% +$3.7M 0.03% 585
2021
Q4 		$81.6M Buy
1,239,002
+34,890
+3% +$2.19M 0.02% 690
2021
Q3 		$70.8M Buy
1,204,112
+11,118
+0.9% +$681K 0.02% 686
2021
Q2 		$71.2M Sell
1,192,994
-14,170
-1% -$837K 0.02% 660
2021
Q1 		$69M Sell
1,207,164
-37,489
-3% -$2.06M 0.02% 664
2020
Q4 		$67.2M Sell
1,244,653
-122,262
-9% -$6.33M 0.02% 645
2020
Q3 		$67.8M Sell
1,366,915
-25,217
-2% -$1.22M 0.03% 528
2020
Q2 		$63.3M Sell
1,392,132
-168,400
-11% -$7.29M 0.03% 515
2020
Q1 		$60.7M Buy
1,560,532
+62,160
+4% +$2.82M 0.03% 473
2019
Q4 		$72.6M Buy
1,498,372
+57,969
+4% +$2.7M 0.03% 575
2019
Q3 		$64.9M Buy
1,440,403
+50,992
+4% +$2.26M 0.03% 557
2019
Q2 		$60.6M Buy
1,389,411
+58,946
+4% +$2.55M 0.02% 586
2019
Q1 		$57.3M Sell
1,330,465
-105,955
-7% -$4.37M 0.02% 573
2018
Q4 		$55.1M Buy
1,436,420
+291,964
+26% +$12.1M 0.03% 555
2018
Q3 		$50.7M Buy
1,144,456
+125,018
+12% +$5.4M 0.02% 667
2018
Q2 		$41.8M Buy
1,019,438
+47,245
+5% +$1.94M 0.02% 737
2018
Q1 		$39.2M Sell
972,193
-46,451
-5% -$1.95M 0.02% 753
2017
Q4 		$42.2M Sell
1,018,644
-175,333
-15% -$7M 0.02% 745
2017
Q3 		$45.6M Sell
1,193,977
-87,035
-7% -$3.25M 0.02% 636
2017
Q2 		$47.1M Sell
1,281,012
-155,896
-11% -$5.64M 0.02% 589
2017
Q1 		$51M Buy
1,436,908
+73,168
+5% +$2.54M 0.03% 546
2016
Q4 		$45.4M Buy
1,363,740
+63,415
+5% +$2.06M 0.03% 592
2016
Q3 		$42M Sell
1,300,325
-31,641
-2% -$1.03M 0.03% 596
2016
Q2 		$42.1M Buy
1,331,966
+10,302
+0.8% +$322K 0.03% 566
2016
Q1 		$41.3M Sell
1,321,664
-266,455
-17% -$7.83M 0.03% 535
2015
Q4 		$48.2M Buy
1,588,119
+82,916
+6% +$2.54M 0.03% 520
2015
Q3 		$43.1M Buy
1,505,203
+340,013
+29% +$10.3M 0.03% 520
2015
Q2 		$36.2M Buy
1,165,190
+140,211
+14% +$4.44M 0.02% 652
2015
Q1 		$32.1M Buy
1,024,979
+651,081
+174% +$20.3M 0.02% 698
2014
Q4 		$11.6M Buy
+373,898
New +$11.3M 0.01% 1391

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's DGRW Position: Q2 2026 in Review

UBS Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.99% in Q2 2026, buying an estimated $2.58M and bringing the position to 2,793,709 shares worth $267M. The position accounts for 0.03% of the portfolio, ranked #518.

UBS Group first reported a position in DGRW in Q4 2014 and has held it in 47 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • UBS Group held 2,793,709 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $267M as of Q2 2026.
  • UBS Group bought 27,346 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.58M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of UBS Group's portfolio in Q2 2026, its #518 holding.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2014 and has held it in 47 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 Group's 13F filing for Q2 2026, filed 13 Aug 2026.