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BOLTON SECURITIES CORPORATION’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q1 		$4.66M Buy
+58,375
New +$4.78M 0.27% 89

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DGRW Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025: 58,375 shares worth $4.66M. The stake represents 0.27% of the portfolio and ranks #89 among its holdings.

724 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 58,375 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.66M as of Q1 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #89 holding.
  • 724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.