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Vise Technologies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vise Technologies’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 		$2.14M Hold
23,966
– – 0.04% 348
2025
Q4 		$2.14M Buy
23,966
+6,188
+35% +$552K 0.04% 349
2025
Q3 		$1.58M Sell
17,778
-594
-3% -$51.5K 0.06% 309
2025
Q2 		$1.54M Buy
+18,372
New +$1.46M 0.06% 325
2024
Q4 		$312K Buy
+3,854
New +$322K 0.03% 580

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vise Technologies's DGRW Position: Q1 2026 in Review

Vise Technologies held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 23,966 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #348.

Vise Technologies first reported a position in DGRW in Q4 2024 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Vise Technologies held 23,966 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.14M as of Q1 2026.
  • Vise Technologies left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #348 holding.
  • Vise Technologies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.