How many shares of DGRW does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 856,123 shares of DGRW (WISDOMTREE U.S. QUALITY DIVI).

What is CAPTRUST FINANCIAL ADVISORS's DGRW position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's DGRW position is worth $81.9M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling DGRW?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their DGRW position (+12.4% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy DGRW?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in DGRW in 2019-Q1. They have held the position across 29 quarters.

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CAPTRUST FINANCIAL ADVISORS

DGRW
29 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE U.S. QUALITY DIVI

Current Value

$81.9M

Current Shares

856,123

Total Value Change

+$81.9M

Total Shares Change

+856,066

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	856,123	+12.4%	$81.9M	0.1%	$95.56	40
2026-Q1	Decreased	761,831	-0.1%	$66.9M	0.1%	$87.51	0
2025-Q4	Increased	762,520	+1.3%	$68.2M	0.1%	$88.85	36
2025-Q3	Increased	752,541	+2.1%	$66.9M	0.1%	$88.03	36
2025-Q2	Decreased	737,052	-11.9%	$61.7M	0.1%	$82.56	0
2025-Q1	Increased	837,112	+1337.0%	$66.9M	0.2%	$78.42	57
2024-Q4	Increased	58,253	+2.4%	$4.7M	0.0%	$79.21	27
2024-Q3	Increased	56,910	+2.6%	$4.7M	0.0%	$81.07	28
2024-Q2	Increased	55,440	+5.7%	$4.3M	0.0%	$75.76	28
2024-Q1	Decreased	52,453	-10.5%	$4M	0.0%	$73.65	0
2023-Q4	Increased	58,600	+11.6%	$4.1M	0.0%	$67.71	30
2023-Q3	Decreased	52,503	-1.0%	$3.3M	0.0%	$60.84	0
2023-Q2	Decreased	53,042	-1.3%	$3.5M	0.0%	$63.56	0
2023-Q1	Decreased	53,719	-2.4%	$3.3M	0.0%	$59.18	0
2022-Q4	Increased	55,029	+3.5%	$3.3M	0.0%	$57.06	27
2022-Q3	Decreased	53,191	-17.0%	$2.9M	0.0%	$50.66	0
2022-Q2	Increased	64,096	+3.8%	$3.7M	0.0%	$53.53	28
2022-Q1	Decreased	61,749	-2.4%	$3.9M	0.0%	$59.11	0
2021-Q4	Increased	63,233	+2.4%	$4.2M	0.0%	$60.92	27
2021-Q3	Decreased	61,751	-2.0%	$3.6M	0.0%	$54.13	0
2021-Q2	Decreased	62,984	-0.0%	$3.8M	0.0%	$54.64	0
2021-Q1	Increased	63,001	+53.6%	$3.6M	0.0%	$52.10	37
2020-Q4	Increased	41,007	+2.5%	$2.2M	0.0%	$48.95	27
2020-Q3	Increased	40,013	+19.6%	$2M	0.0%	$44.67	31
2020-Q2	New	33,446	-	$1.5M	0.0%	$40.84	35
2019-Q4	Exited	0	-100.0%	$0	0.0%	$43.00	0
2019-Q3	Unchanged	57	0.0%	$3,000	0.0%	$39.75	0
2019-Q2	Unchanged	57	0.0%	$2,000	0.0%	$38.25	0
2019-Q1	New	57	-	$2,000	0.0%	$37.49	15

Other major holders of DGRW: PNC FINANCIAL SERVICES GROUP, INC.

DGRW29 quarters

DGRW
29 quarters