United Capital Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.32M | Sell |
94,746
-10,847
| -10% | -$986K | 0.05% | 264 |
|
|
2025
Q4 | $9.44M | Buy |
105,593
+26,137
| +33% | +$2.33M | 0.06% | 249 |
|
|
2025
Q3 | $7.07M | Sell |
79,456
-1,153
| -1% | -$100K | 0.05% | 253 |
|
|
2025
Q2 | $6.75M | Sell |
80,609
-569
| -0.7% | -$45.1K | 0.05% | 246 |
|
|
2025
Q1 | $6.48M | Sell |
81,178
-3,436
| -4% | -$281K | 0.06% | 239 |
|
|
2024
Q4 | $6.85M | Buy |
84,614
+4,913
| +6% | +$411K | 0.06% | 218 |
|
|
2024
Q3 | $6.63M | Sell |
79,701
-1,508
| -2% | -$121K | 0.05% | 223 |
|
|
2024
Q2 | $6.34M | Sell |
81,209
-6,662
| -8% | -$503K | 0.05% | 230 |
|
|
2024
Q1 | $6.69M | Sell |
87,871
-6,473
| -7% | -$472K | 0.06% | 229 |
|
|
2023
Q4 | $6.63M | Buy |
94,344
+2,365
| +3% | +$156K | 0.06% | 249 |
|
|
2023
Q3 | $5.84M | Buy |
91,979
+1,083
| +1% | +$72K | 0.04% | 281 |
|
|
2023
Q2 | $6.06M | Sell |
90,896
-5,901
| -6% | -$375K | 0.03% | 290 |
|
|
2023
Q1 | $6.03M | Sell |
96,797
-1,870
| -2% | -$115K | 0.03% | 300 |
|
|
2022
Q4 | $5.96M | Sell |
98,667
-668
| -0.7% | -$39.9K | 0.03% | 308 |
|
|
2022
Q3 | $5.36M | Buy |
99,335
+16,796
| +20% | +$993K | 0.03% | 316 |
|
|
2022
Q2 | $4.73M | Buy |
82,539
+5,100
| +7% | +$309K | 0.03% | 345 |
|
|
2022
Q1 | $4.93M | Sell |
77,439
-1,175
| -1% | -$74.2K | 0.02% | 369 |
|
|
2021
Q4 | $5.18M | Sell |
78,614
-4,585
| -6% | -$288K | 0.02% | 367 |
|
|
2021
Q3 | $4.89M | Sell |
83,199
-5,192
| -6% | -$318K | 0.02% | 377 |
|
|
2021
Q2 | $5.27M | Buy |
88,391
+693
| +0.8% | +$40.9K | 0.03% | 369 |
|
|
2021
Q1 | $5.01M | Buy |
87,698
+613
| +0.7% | +$33.6K | 0.03% | 359 |
|
|
2020
Q4 | $4.7M | Sell |
87,085
-4,756
| -5% | -$246K | 0.03% | 365 |
|
|
2020
Q3 | $4.55M | Buy |
91,841
+3,587
| +4% | +$174K | 0.03% | 361 |
|
|
2020
Q2 | $4.01M | Buy |
88,254
+2,371
| +3% | +$103K | 0.03% | 394 |
|
|
2020
Q1 | $3.34M | Buy |
85,883
+11,592
| +16% | +$527K | 0.03% | 402 |
|
|
2019
Q4 | $3.6M | Buy |
74,291
+6,202
| +9% | +$289K | 0.02% | 482 |
|
|
2019
Q3 | $3.07M | Buy |
68,089
+3,925
| +6% | +$174K | 0.02% | 507 |
|
|
2019
Q2 | $2.8M | Buy |
64,164
+3,701
| +6% | +$160K | 0.02% | 534 |
|
|
2019
Q1 | $2.6M | Buy |
60,463
+7,126
| +13% | +$294K | 0.02% | 536 |
|
|
2018
Q4 | $2.04M | Buy |
53,337
+4,783
| +10% | +$198K | 0.02% | 557 |
|
|
2018
Q3 | $2.15M | Buy |
48,554
+4,809
| +11% | +$208K | 0.02% | 596 |
|
|
2018
Q2 | $1.79M | Sell |
43,745
-3,326
| -7% | -$137K | 0.01% | 618 |
|
|
2018
Q1 | $1.9M | Buy |
47,071
+3,465
| +8% | +$146K | 0.01% | 604 |
|
|
2017
Q4 | $1.81M | Buy |
43,606
+2,583
| +6% | +$103K | 0.01% | 620 |
|
|
2017
Q3 | $1.56M | Buy |
41,023
+33,243
| +427% | +$1.24M | 0.01% | 641 |
|
|
2017
Q2 | $286K | Buy |
7,780
+741
| +11% | +$26.8K | ﹤0.01% | 1087 |
|
|
2017
Q1 | $250K | Hold |
7,039
| – | – | ﹤0.01% | 1112 |
|
|
2016
Q4 | $234K | Hold |
7,039
| – | – | ﹤0.01% | 1124 |
|
|
2016
Q3 | $227K | Hold |
7,039
| – | – | ﹤0.01% | 1152 |
|
|
2016
Q2 | $225K | Buy |
+7,039
| New | +$220K | ﹤0.01% | 1139 |
|
Other funds holding DGRW
HC
United Capital Financial Advisors's DGRW Position: Q1 2026 in Review
United Capital Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q1 2026, selling an estimated $986K and leaving 94,746 shares worth $8.32M. The position accounts for 0.05% of the portfolio, ranked #264.
United Capital Financial Advisors first reported a position in DGRW in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.44M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.
- United Capital Financial Advisors held 94,746 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.32M as of Q1 2026.
- United Capital Financial Advisors sold 10,847 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $986K.
- WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #264 holding.
- United Capital Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2016 and has held it in 40 quarters since.
- United Capital Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9.44M 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.