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

World Investment 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 Q2	$10.6M	Hold	121,030	–	–	0.18%	130
2026 Q1	$10.6M	Sell	121,030 -1,497	-1%	-$136K	0.17%	133
2025 Q4	$11M	Buy	122,527 +15,576	+15%	+$1.39M	0.18%	133
2025 Q3	$9.51M	Sell	106,951 -14,545	-12%	-$1.26M	0.19%	113
2025 Q2	$10.2M	Sell	121,496 -13,497	-10%	-$1.07M	0.23%	97
2025 Q1	$10.8M	Sell	134,993 -605,874	-82%	-$49.6M	0.28%	82
2024 Q4	$60M	Buy	740,867 +14,754	+2%	+$1.23M	1.64%	4
2024 Q3	$60.4M	Buy	+726,113	New	+$58.2M	1.89%	4

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

World Investment Advisors's DGRW Position: Q2 2026 in Review

World Investment Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 121,030 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #130.

World Investment Advisors first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $60.4M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

World Investment Advisors held 121,030 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.6M as of Q2 2026.
World Investment Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of World Investment Advisors's portfolio in Q2 2026, its #130 holding.
World Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $60.4M in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.