Vestmark Advisory Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vestmark Advisory Solutions’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	$4.79M	Hold	50,044	–	–	0.04%	394
2026 Q1	$4.4M	Buy	50,044 +3,880	+8%	+$353K	0.05%	380
2025 Q4	$4.13M	Buy	46,164 +2,899	+7%	+$258K	0.06%	347
2025 Q3	$3.85M	Sell	43,265 -57,031	-57%	-$4.95M	0.07%	268
2025 Q2	$8.4M	Buy	100,296 +60,787	+154%	+$4.82M	0.12%	129
2025 Q1	$3.16M	Buy	+39,509	New	+$3.24M	0.08%	271

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

Vestmark Advisory Solutions's DGRW Position: Q2 2026 in Review

Vestmark Advisory Solutions held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 50,044 shares worth $4.79M. The position accounts for 0.04% of the portfolio, ranked #394.

Vestmark Advisory Solutions first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.4M in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Vestmark Advisory Solutions held 50,044 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.79M as of Q2 2026.
Vestmark Advisory Solutions 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 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #394 holding.
Vestmark Advisory Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.4M in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.