Wellington-Altus USA’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wellington-Altus USA’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	$117K	Buy	+1,331	New	+$126K	0.08%	196
2026 Q1	–	Sell	-1,331	Closed	-$119K	–	710
2025 Q4	$119K	Buy	+1,331	New	+$119K	0.09%	185

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

Wellington-Altus USA's DGRW Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 1,331 shares worth $117K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in DGRW as recently as Q4 2025.

Wellington-Altus USA first reported a position in DGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $119K in Q4 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Wellington-Altus USA held 1,331 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $117K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Wellington-Altus USA position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #196 holding.
Wellington-Altus USA first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
Wellington-Altus USA's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $119K in Q4 2025.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.