Westside Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Westside Investment Management’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	$101K	Sell	1,055 -241	-19%	-$22.8K	0.01%	433
2026 Q1	$114K	Hold	1,296	–	–	0.02%	384
2025 Q4	$116K	Hold	1,296	–	–	0.02%	370
2025 Q3	$115K	Hold	1,296	–	–	0.02%	374
2025 Q2	$109K	Buy	1,296 +1,055	+438%	+$83.7K	0.02%	335
2025 Q1	$19.2K	Hold	241	–	–	﹤0.01%	569
2024 Q4	$19.5K	Hold	241	–	–	﹤0.01%	572
2024 Q3	$20.1K	Hold	241	–	–	﹤0.01%	583
2024 Q2	$18.8K	Hold	241	–	–	﹤0.01%	559
2024 Q1	$18.4K	Hold	241	–	–	﹤0.01%	538
2023 Q4	$16.9K	Hold	241	–	–	﹤0.01%	522
2023 Q3	$15.3K	Hold	241	–	–	﹤0.01%	520
2023 Q2	$16.1K	Hold	241	–	–	﹤0.01%	513
2023 Q1	$15K	Hold	241	–	–	﹤0.01%	521
2022 Q4	$14	Hold	241	–	–	﹤0.01%	564
2022 Q3	$12	Hold	241	–	–	﹤0.01%	573
2022 Q2	$13	Hold	241	–	–	﹤0.01%	562
2022 Q1	$15	Hold	241	–	–	﹤0.01%	555
2021 Q4	$15	Hold	241	–	–	﹤0.01%	537
2021 Q3	$14	Hold	241	–	–	﹤0.01%	532
2021 Q2	$14	Hold	241	–	–	﹤0.01%	526
2021 Q1	$13	Buy	+241	New	+$13.2K	﹤0.01%	514

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

Westside Investment Management's DGRW Position: Q2 2026 in Review

Westside Investment Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 19% in Q2 2026, selling an estimated $22.8K and leaving 1,055 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #433.

Westside Investment Management first reported a position in DGRW in Q1 2021 and has held it in 22 quarters since. The position peaked at $116K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Westside Investment Management held 1,055 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $101K as of Q2 2026.
Westside Investment Management sold 241 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #433 holding.
Westside Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 22 quarters since.
Westside Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $116K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.