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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wedbush Securities's DGRW Position: Q1 2026 in Review

Wedbush Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.81% in Q1 2026, buying an estimated $7.73K and bringing the position to 10,524 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #476.

Wedbush Securities first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $934K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Wedbush Securities held 10,524 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $924K as of Q1 2026.
Wedbush Securities bought 85 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.73K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #476 holding.
Wedbush Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
Wedbush Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $934K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.