Catherine Avery Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Catherine Avery Investment Management’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	$5.26K	Buy	+55	New	+$5.2K	﹤0.01%	136
2026 Q1	–	Sell	-55	Closed	-$4.92K	–	121
2025 Q4	$4.92K	Hold	55	–	–	﹤0.01%	118
2025 Q3	$4.89K	Hold	55	–	–	﹤0.01%	120
2025 Q2	$4.61K	Hold	55	–	–	﹤0.01%	124
2025 Q1	$4.39K	Hold	55	–	–	﹤0.01%	119
2024 Q4	$4.45K	Buy	+55	New	+$4.6K	﹤0.01%	116

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Catherine Avery Investment Management's DGRW Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 55 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in DGRW as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Catherine Avery Investment Management held 55 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.26K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Catherine Avery Investment Management position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #136 holding.
Catherine Avery Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.