Vermillion & White Wealth Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vermillion & White Wealth Management 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 Q1	$1.55M	Sell	17,666 -338	-2%	-$30.7K	0.89%	15
2025 Q4	$1.61M	Buy	18,004 +2	+0%	+$178	0.88%	17
2025 Q3	$1.6M	Buy	18,002 +49	+0.3%	+$4.25K	0.91%	17
2025 Q2	$1.5M	Buy	17,953 +1,816	+11%	+$144K	0.98%	17
2025 Q1	$1.29M	Sell	16,137 -33,613	-68%	-$2.75M	0.93%	14
2024 Q4	$4.03M	Sell	49,750 -33,151	-40%	-$2.77M	2.97%	10
2024 Q3	$6.9M	Buy	82,901 +12,066	+17%	+$966K	5.1%	3
2024 Q2	$5.53M	Buy	70,835 +12,365	+21%	+$934K	4.16%	5
2024 Q1	$4.45M	Sell	58,470 -47,587	-45%	-$3.47M	3.56%	8
2023 Q4	$7.45M	Buy	+106,057	New	+$7M	7.23%	3

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vermillion & White Wealth Management Group's DGRW Position: Q1 2026 in Review

Vermillion & White Wealth Management Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q1 2026, selling an estimated $30.7K and leaving 17,666 shares worth $1.55M. The position accounts for 0.89% of the portfolio, ranked #15.

Vermillion & White Wealth Management Group first reported a position in DGRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.45M in Q4 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Vermillion & White Wealth Management Group held 17,666 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.55M as of Q1 2026.
Vermillion & White Wealth Management Group sold 338 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $30.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.89% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #15 holding.
Vermillion & White Wealth Management Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.45M in Q4 2023.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.