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Vivid Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Vivid Wealth Management’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 		$1.86M Buy
21,147
+695
+3% +$63.2K 0.75% 54
2025
Q4 		$1.83M Buy
20,452
+1,779
+10% +$159K 0.71% 53
2025
Q3 		$1.66M Buy
18,673
+732
+4% +$63.5K 0.66% 53
2025
Q2 		$1.5M Buy
17,941
+834
+5% +$66.2K 0.66% 51
2025
Q1 		$1.37M Buy
+17,107
New +$1.4M 0.68% 50

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

Vivid Wealth Management's DGRW Position: Q1 2026 in Review

Vivid Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.4% in Q1 2026, buying an estimated $63.2K and bringing the position to 21,147 shares worth $1.86M. The position accounts for 0.75% of the portfolio, ranked #54.

Vivid Wealth Management first reported a position in DGRW in Q1 2025 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Vivid Wealth Management held 21,147 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.86M as of Q1 2026.
  • Vivid Wealth Management bought 695 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $63.2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.75% of Vivid Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Vivid Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 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 Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.