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Cahill Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cahill Financial 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 		$5.49M Sell
57,460
-705
-1% -$66.6K 0.53% 33
2026
Q1 		$5.11M Sell
58,165
-1,095
-2% -$99.6K 0.55% 32
2025
Q4 		$5.3M Sell
59,260
-199,172
-77% -$17.8M 0.58% 30
2025
Q3 		$23M Buy
258,432
+4,340
+2% +$376K 2.62% 9
2025
Q2 		$21.3M Sell
254,092
-3,883
-2% -$308K 2.64% 9
2025
Q1 		$20.6M Buy
257,975
+19,330
+8% +$1.58M 2.8% 9
2024
Q4 		$19.3M Buy
238,645
+9,726
+4% +$813K 2.62% 11
2024
Q3 		$19M Sell
228,919
-15,991
-7% -$1.28M 2.61% 12
2024
Q2 		$19.1M Sell
244,910
-1,173
-0.5% -$88.6K 2.62% 10
2024
Q1 		$18.7M Sell
246,083
-37,175
-13% -$2.71M 2.56% 10
2023
Q4 		$19.9M Buy
283,258
+13,377
+5% +$883K 2.94% 6
2023
Q3 		$17.1M Buy
269,881
+3,585
+1% +$238K 2.85% 7
2023
Q2 		$17.8M Buy
266,296
+243,254
+1,056% +$15.5M 2.87% 6
2023
Q1 		$1.44M Buy
23,042
+1,739
+8% +$107K 0.25% 88
2022
Q4 		$1.29M Sell
21,303
-121
-0.6% -$7.22K 0.25% 99
2022
Q3 		$1.16M Buy
21,424
+936
+5% +$55.4K 0.24% 97
2022
Q2 		$1.17M Sell
20,488
-1,276
-6% -$77.3K 0.25% 90
2022
Q1 		$1.39M Sell
21,764
-2,350
-10% -$148K 0.26% 85
2021
Q4 		$1.59M Buy
24,114
+92
+0.4% +$5.78K 0.31% 77
2021
Q3 		$1.41M Buy
24,022
+109
+0.5% +$6.67K 0.29% 77
2021
Q2 		$1.43M Sell
23,913
-727
-3% -$42.9K 0.32% 71
2021
Q1 		$1.41M Sell
24,640
-99
-0.4% -$5.43K 0.34% 66
2020
Q4 		$1.33M Buy
24,739
+147
+0.6% +$7.61K 0.34% 63
2020
Q3 		$1.22M Buy
24,592
+66
+0.3% +$3.2K 0.44% 56
2020
Q2 		$1.12M Sell
24,526
-74,810
-75% -$3.24M 0.43% 56
2020
Q1 		$3.87M Sell
99,336
-4,932
-5% -$224K 1.79% 11
2019
Q4 		$5.05M Sell
104,268
-1,712
-2% -$79.9K 1.84% 11
2019
Q3 		$4.78M Buy
105,980
+2,347
+2% +$104K 1.86% 9
2019
Q2 		$4.52M Buy
103,633
+4,324
+4% +$187K 1.79% 12
2019
Q1 		$4.28M Buy
99,309
+36,792
+59% +$1.52M 1.78% 12
2018
Q4 		$2.4M Buy
62,517
+57,931
+1,263% +$2.39M 1.2% 19
2018
Q3 		$204K Buy
+4,586
New +$198K 0.09% 149

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Cahill Financial Advisors's DGRW Position: Q2 2026 in Review

Cahill Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.2% in Q2 2026, selling an estimated $66.6K and leaving 57,460 shares worth $5.49M. The position accounts for 0.53% of the portfolio, ranked #33.

Cahill Financial Advisors first reported a position in DGRW in Q3 2018 and has held it in 32 quarters since. The position peaked at $23M in Q3 2025. 633 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Cahill Financial Advisors held 57,460 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.49M as of Q2 2026.
  • Cahill Financial Advisors sold 705 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $66.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.53% of Cahill Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Cahill Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 32 quarters since.
  • Cahill Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23M in Q3 2025.
  • 633 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.