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Watts Gwilliam & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$571K Buy
6,415
+4
+0.1% +$347 0.09% 124
2025
Q2 		$570K Sell
6,411
-2,185
-25% -$173K 0.09% 125
2025
Q1 		$687K Sell
8,596
-969
-10% -$79.4K 0.15% 106
2024
Q4 		$775K Sell
9,565
-1,081
-10% -$90.4K 0.16% 103
2024
Q3 		$884K Buy
+10,646
New +$853K 0.19% 92
2024
Q1 		$796K Buy
+10,497
New +$766K 0.25% 77

Other funds holding DGRW

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watts Gwilliam & Co's DGRW Position: Q3 2025 in Review

Watts Gwilliam & Co increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.06% in Q3 2025, buying an estimated $347 and bringing the position to 6,415 shares worth $571K. The position accounts for 0.09% of the portfolio, ranked #124.

Watts Gwilliam & Co first reported a position in DGRW in Q1 2024 and has held it in 6 quarters since. The position peaked at $884K in Q3 2024. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Watts Gwilliam & Co held 6,415 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $571K as of Q3 2025.
  • Watts Gwilliam & Co bought 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $347.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Watts Gwilliam & Co's portfolio in Q3 2025, its #124 holding.
  • Watts Gwilliam & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $884K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.