Waterloo Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Waterloo Capital’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	$745K	Buy	+7,795	New	+$736K	0.04%	285

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

Waterloo Capital's DGRW Position: Q2 2026 in Review

Waterloo Capital opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 7,795 shares worth $745K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Waterloo Capital held 7,795 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $745K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Waterloo Capital position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #285 holding.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.