Y-Intercept (HK)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Y-Intercept (HK)’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	-10,017	Closed	-$896K	–	1659
2025 Q4	$896K	Buy	+10,017	New	+$893K	0.02%	1021
2024 Q1	–	Sell	-4,435	Closed	-$312K	–	1448
2023 Q4	$312K	Buy	+4,435	New	+$293K	0.03%	806
2023 Q3	–	Sell	-8,601	Closed	-$573K	–	1159
2023 Q2	$573K	Sell	8,601 -2,761	-24%	-$175K	0.06%	509
2023 Q1	$708K	Buy	11,362 +5,790	+104%	+$356K	0.08%	376
2022 Q4	$336K	Buy	+5,572	New	+$332K	0.05%	601
2022 Q2	–	Sell	-3,567	Closed	-$227K	–	919
2022 Q1	$227K	Buy	+3,567	New	+$225K	0.05%	566
2021 Q2	–	Sell	-5,467	Closed	-$312K	–	678
2021 Q1	$312K	Buy	+5,467	New	+$300K	0.08%	385

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Y-Intercept (HK)'s DGRW Position: Q1 2026 in Review

Y-Intercept (HK) sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 10,017 shares — an estimated $896K sold.

Y-Intercept (HK) first reported a position in DGRW in Q1 2021 and held it in 7 quarters. The position peaked at $896K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Y-Intercept (HK) reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 10,017 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $896K.
Y-Intercept (HK) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and held it in 7 quarters.
Y-Intercept (HK)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $896K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.