Wealthfront Advisers
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Wealthfront Advisers’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wealthfront Advisers’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22B Buy
17,425,702
+3,494,469
+25% +$251M 2.68% 10
2025
Q4 		$967M Buy
13,931,233
+628,342
+5% +$43.2M 2.16% 11
2025
Q3 		$906M Buy
13,302,891
+5,842
+0% +$386K 2.13% 12
2025
Q2 		$850M Sell
13,297,049
-3,585,989
-21% -$219M 2.19% 12
2025
Q1 		$3.07B Sell
16,883,038
-452,556
-3% -$28.4M 8.24% 2
2024
Q4 		$1.06B Buy
17,335,594
+7,144,356
+70% +$451M 3.11% 10
2024
Q3 		$639M Buy
10,191,238
+700,344
+7% +$42.2M 1.96% 13
2024
Q2 		$547M Buy
9,490,894
+1,982,527
+26% +$113M 1.84% 13
2024
Q1 		$436M Buy
7,508,367
+138,714
+2% +$7.7M 1.53% 15
2023
Q4 		$397M Buy
7,369,653
+3,216,231
+77% +$163M 1.52% 16
2023
Q3 		$206M Buy
4,153,422
+1,231,332
+42% +$63.8M 0.89% 19
2023
Q2 		$151M Sell
2,922,090
-506,028
-15% -$25.5M 0.64% 21
2023
Q1 		$171M Buy
3,428,118
+3,106,287
+965% +$156M 0.78% 22
2022
Q4 		$16.1M Buy
+321,831
New +$15.8M 0.08% 71

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $376B 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return