Winter & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Winter & Associates’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	$2.26M	Sell	23,648 -21,893	-48%	-$2.07M	1.7%	17
2026 Q1	$4.03M	Sell	45,541 -8,872	-16%	-$807K	3.53%	8
2025 Q4	$4.87M	Buy	+54,413	New	+$4.85M	4.5%	7

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

Winter & Associates's DGRW Position: Q2 2026 in Review

Winter & Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 48% in Q2 2026, selling an estimated $2.07M and leaving 23,648 shares worth $2.26M. The position accounts for 1.7% of the portfolio, ranked #17.

Winter & Associates first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.87M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Winter & Associates held 23,648 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.26M as of Q2 2026.
Winter & Associates sold 21,893 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.07M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.7% of Winter & Associates's portfolio in Q2 2026, its #17 holding.
Winter & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Winter & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.87M 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 Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.