Winthrop Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Winthrop Advisory Group’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	$34.1M	Buy	356,925 +62,416	+21%	+$5.9M	2.3%	12
2026 Q1	$25.9M	Buy	294,509 +39,232	+15%	+$3.57M	2.11%	12
2025 Q4	$22.8M	Buy	255,277 +41,283	+19%	+$3.68M	1.93%	11
2025 Q3	$19M	Buy	213,994 +21,071	+11%	+$1.83M	1.67%	14
2025 Q2	$16.2M	Buy	192,923 +6,365	+3%	+$505K	1.56%	14
2025 Q1	$14.9M	Buy	186,558 +49,448	+36%	+$4.05M	1.79%	13
2024 Q4	$11.1M	Buy	+137,110	New	+$11.5M	1.33%	16

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

Winthrop Advisory Group's DGRW Position: Q2 2026 in Review

Winthrop Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, buying an estimated $5.9M and bringing the position to 356,925 shares worth $34.1M. The position accounts for 2.3% of the portfolio, ranked #12.

Winthrop Advisory Group first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Winthrop Advisory Group held 356,925 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $34.1M as of Q2 2026.
Winthrop Advisory Group bought 62,416 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.9M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.3% of Winthrop Advisory Group's portfolio in Q2 2026, its #12 holding.
Winthrop Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.