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White Pine Investment Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

White Pine Investment Company’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 		$7.24M Buy
75,688
+1,656
+2% +$156K 1.54% 32
2026
Q1 		$6.5M Buy
74,032
+2,186
+3% +$199K 1.51% 33
2025
Q4 		$6.42M Buy
71,846
+298
+0.4% +$26.6K 1.51% 30
2025
Q3 		$6.37M Sell
71,548
-74
-0.1% -$6.42K 1.51% 28
2025
Q2 		$6M Sell
71,622
-361
-0.5% -$28.6K 1.5% 31
2025
Q1 		$5.75M Buy
71,983
+4,579
+7% +$375K 1.55% 28
2024
Q4 		$5.46M Buy
67,404
+21,356
+46% +$1.79M 1.47% 30
2024
Q3 		$3.83M Buy
46,048
+13,010
+39% +$1.04M 1.05% 40
2024
Q2 		$2.58M Buy
33,038
+2,522
+8% +$191K 0.76% 43
2024
Q1 		$2.33M Buy
30,516
+2,347
+8% +$171K 0.69% 45
2023
Q4 		$1.98M Buy
28,169
+2,754
+11% +$182K 0.64% 44
2023
Q3 		$1.61M Buy
25,415
+1,985
+8% +$132K 0.57% 44
2023
Q2 		$1.56M Buy
23,430
+2,858
+14% +$182K 0.54% 45
2023
Q1 		$1.28M Buy
20,572
+1,703
+9% +$105K 0.46% 46
2022
Q4 		$1.14M Buy
18,869
+1,249
+7% +$74.5K 0.43% 50
2022
Q3 		$950K Buy
17,620
+6,071
+53% +$359K 0.39% 49
2022
Q2 		$662K Buy
+11,549
New +$700K 0.26% 47

Other funds holding DGRW

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

White Pine Investment Company's DGRW Position: Q2 2026 in Review

White Pine Investment Company increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.2% in Q2 2026, buying an estimated $156K and bringing the position to 75,688 shares worth $7.24M. The position accounts for 1.54% of the portfolio, ranked #32.

White Pine Investment Company first reported a position in DGRW in Q2 2022 and has held it in 17 quarters since. 459 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • White Pine Investment Company held 75,688 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.24M as of Q2 2026.
  • White Pine Investment Company bought 1,656 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $156K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.54% of White Pine Investment Company's portfolio in Q2 2026, its #32 holding.
  • White Pine Investment Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 17 quarters since.
  • 459 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.