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Wedbush Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wedbush Securities’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 		$1.01M Buy
10,528
+4
+0% +$378 0.03% 474
2026
Q1 		$924K Buy
10,524
+85
+0.8% +$7.73K 0.03% 476
2025
Q4 		$934K Buy
10,439
+818
+9% +$72.9K 0.03% 464
2025
Q3 		$856K Buy
9,621
+1,662
+21% +$144K 0.03% 473
2025
Q2 		$667K Buy
7,959
+126
+2% +$10K 0.02% 533
2025
Q1 		$626K Sell
7,833
-92
-1% -$7.54K 0.02% 530
2024
Q4 		$641K Sell
7,925
-43
-0.5% -$3.6K 0.02% 519
2024
Q3 		$663K Sell
7,968
-29
-0.4% -$2.32K 0.02% 499
2024
Q2 		$624K Buy
7,997
+97
+1% +$7.33K 0.02% 543
2024
Q1 		$602K Buy
7,900
+393
+5% +$28.7K 0.02% 571
2023
Q4 		$528K Buy
7,507
+3,929
+110% +$259K 0.02% 539
2023
Q3 		$227K Buy
+3,578
New +$238K 0.01% 858

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wedbush Securities's DGRW Position: Q2 2026 in Review

Wedbush Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.04% in Q2 2026, buying an estimated $378 and bringing the position to 10,528 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #474.

Wedbush Securities first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wedbush Securities held 10,528 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.01M as of Q2 2026.
  • Wedbush Securities bought 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $378.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #474 holding.
  • Wedbush Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.