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 Q2	$6.52M	Buy	68,238 +44,272	+185%	+$4.18M	0.07%	221
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 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 $1.78B AUM 13.07% 1-Year Est. Return

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

Vise Technologies's DGRW Position: Q2 2026 in Review

Vise Technologies increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 185% in Q2 2026, buying an estimated $4.18M and bringing the position to 68,238 shares worth $6.52M. The position accounts for 0.07% of the portfolio, ranked #221.

Vise Technologies first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Vise Technologies held 68,238 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.52M as of Q2 2026.
Vise Technologies bought 44,272 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.18M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #221 holding.
Vise Technologies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.