West Oak Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

West Oak Capital’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	$116	Hold	130	–	–	﹤0.01%	215
2025 Q2	$109	Hold	130	–	–	﹤0.01%	242
2025 Q1	$104	Hold	130	–	–	﹤0.01%	241
2024 Q4	$105K	Hold	130	–	–	﹤0.01%	243
2024 Q3	$108	Hold	130	–	–	﹤0.01%	242
2024 Q2	$10.1K	Hold	130	–	–	﹤0.01%	250
2024 Q1	$10K	Hold	130	–	–	﹤0.01%	249
2023 Q4	$9K	Hold	130	–	–	﹤0.01%	249
2023 Q3	$8K	Sell	130 -60	-32%	-$3.99K	﹤0.01%	252
2023 Q2	$12.7K	Hold	190	–	–	0.01%	238
2023 Q1	$11.8K	Hold	190	–	–	0.01%	241
2022 Q4	$11K	Hold	190	–	–	0.01%	214
2022 Q3	$10K	Hold	190	–	–	0.01%	242
2022 Q2	$11K	Hold	190	–	–	0.01%	243
2022 Q1	$12K	Hold	190	–	–	0.01%	252
2021 Q4	$13K	Hold	190	–	–	﹤0.01%	256
2021 Q3	$11K	Hold	190	–	–	﹤0.01%	277
2021 Q2	$11K	Hold	190	–	–	﹤0.01%	270
2021 Q1	$11K	Buy	190 +90	+90%	+$4.94K	﹤0.01%	269
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	268
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	253
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	252
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	243
2019 Q4	$5K	Buy	+100	New	+$4.67K	﹤0.01%	252

Other funds holding DGRW

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Oak Capital's DGRW Position: Q3 2025 in Review

West Oak Capital held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2025 at 130 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #215.

West Oak Capital first reported a position in DGRW in Q4 2019 and has held it in 24 quarters since. The position peaked at $105K in Q4 2024. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

West Oak Capital held 130 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $116 as of Q3 2025.
West Oak Capital left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #215 holding.
West Oak Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 24 quarters since.
West Oak Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $105K in Q4 2024.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.