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Ken Fisher’s DGRW Holdings & Trades

First Buy
Q1 2024
Duration Held
9 Quarters
Largest Add
Q4 2025
+7,547 Shares
Current Position
2,569 Shares
$225,717 Value

Ken Fisher's DGRW Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,569 shares of WisdomTree US Quality Dividend Growth Fund (DGRW) worth $225,717, representing 0.00% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in DGRW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 7,547 shares. Largest reduction occurred in Q3 2025, reducing 5,179 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's WisdomTree US Quality Dividend Growth Fund (DGRW) Holding Value Over Time

Track share changes against reported price movement

Quarterly WisdomTree US Quality Dividend Growth Fund (DGRW) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -4,978 Reduce 65.96% 2,569 $87.86
Q4 2025 +7,547 New Buy 7,547 $89.43
Q3 2025 -5,179 Sold Out 0 $0.00
Q2 2025 +155 Add 3.09% 5,179 $83.75
Q1 2025 +389 Add 8.39% 5,024 $79.87
Q4 2024 +876 Add 23.30% 4,635 $80.93
Q3 2024 -3,389 Reduce 47.41% 3,759 $83.21
Q2 2024 +3,755 Add 110.67% 7,148 $78.05
Q1 2024 +3,393 New Buy 3,393 $76.19

Ken Fisher's WisdomTree US Quality Dividend Growth Fund Investment FAQs

Ken Fisher first purchased WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2024, acquiring 3,393 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held WisdomTree US Quality Dividend Growth Fund (DGRW) for 9 quarters since Q1 2024.

Ken Fisher's largest addition to WisdomTree US Quality Dividend Growth Fund (DGRW) was in Q4 2025, adding 7,547 shares worth $674,928.

According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,569 shares of WisdomTree US Quality Dividend Growth Fund (DGRW), valued at approximately $225,717.

As of the Q1 2026 filing, WisdomTree US Quality Dividend Growth Fund (DGRW) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in WisdomTree US Quality Dividend Growth Fund (DGRW) was 7,547 shares, as reported at the end of Q4 2025.