Win Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Win Advisors’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	–	Sell	-99,859	Closed	-$8.93M	–	89
2025 Q4	$8.93M	Buy	+99,859	New	+$8.9M	3.79%	11
2025 Q2	–	Sell	-48,143	Closed	-$3.84M	–	55
2025 Q1	$3.84M	Buy	+48,143	New	+$3.94M	1.98%	16
2024 Q2	–	Sell	-5,462	Closed	-$416K	–	54
2024 Q1	$416K	Sell	5,462 -213,494	-98%	-$15.6M	0.18%	43
2023 Q4	$15.4M	Buy	+218,956	New	+$14.5M	6.98%	4
2023 Q3	–	Sell	-32,622	Closed	-$1.79M	–	49
2023 Q2	$1.79M	Buy	+32,622	New	+$2.07M	2.39%	12
2023 Q1	–	Sell	-772	Closed	-$46.6K	–	58
2022 Q4	$46.6K	Sell	772 -323	-29%	-$19.3K	0.02%	40
2022 Q3	$59K	Sell	1,095 -685	-38%	-$40.5K	0.02%	24
2022 Q2	$103K	Sell	1,780 -85,170	-98%	-$5.16M	0.2%	29
2022 Q1	$5.54M	Sell	86,950 -817,041	-90%	-$51.6M	1.45%	21
2021 Q4	$59.5M	Buy	+903,991	New	+$56.8M	13.64%	1

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Win Advisors's DGRW Position: Q1 2026 in Review

Win Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 99,859 shares — an estimated $8.93M sold.

Win Advisors first reported a position in DGRW in Q4 2021 and held it in 10 quarters. The position peaked at $59.5M in Q4 2021. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Win Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 99,859 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $8.93M.
Win Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and held it in 10 quarters.
Win Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $59.5M in Q4 2021.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.