WIA
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World Investment Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

World Investment Advisors’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.42M Buy
95,298
+47,611
+100% +$1.74M 0.06% 349
2025
Q4 		$1.7M Buy
47,687
+594
+1% +$20.9K 0.03% 519
2025
Q3 		$1.63M Buy
47,093
+9,325
+25% +$318K 0.03% 451
2025
Q2 		$1.27M Buy
37,768
+1,113
+3% +$35.4K 0.03% 466
2025
Q1 		$1.13M Buy
36,655
+11,545
+46% +$355K 0.03% 469
2024
Q4 		$744K Sell
25,110
-808
-3% -$24.6K 0.02% 552
2024
Q3 		$796K Buy
25,918
+490
+2% +$14.5K 0.03% 475
2024
Q2 		$723K Buy
25,428
+4,203
+20% +$120K 0.05% 342
2024
Q1 		$608K Buy
21,225
+9,372
+79% +$258K 0.09% 191
2023
Q4 		$322K Buy
+11,853
New +$303K 0.04% 293

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return