Chatham Capital Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Chatham Capital Group’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	$1.97M	Buy	20,567 +80	+0.4%	+$7.56K	0.25%	100
2026 Q1	$1.8M	Buy	20,487 +236	+1%	+$21.5K	0.26%	94
2025 Q4	$1.81M	Hold	20,251	–	–	0.26%	99
2025 Q3	$1.8M	Hold	20,251	–	–	0.26%	98
2025 Q2	$1.7M	Buy	20,251 +11,100	+121%	+$881K	0.26%	100
2025 Q1	$731K	Buy	+9,151	New	+$750K	0.12%	136
2023 Q2	–	Sell	-4,600	Closed	-$287K	–	186
2023 Q1	$287K	Sell	4,600 -1,000	-18%	-$61.5K	0.06%	166
2022 Q4	$338K	Buy	+5,600	New	+$334K	0.08%	159

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Chatham Capital Group's DGRW Position: Q2 2026 in Review

Chatham Capital Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.39% in Q2 2026, buying an estimated $7.56K and bringing the position to 20,567 shares worth $1.97M. The position accounts for 0.25% of the portfolio, ranked #100.

Chatham Capital Group first reported a position in DGRW in Q4 2022 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Chatham Capital Group held 20,567 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.97M as of Q2 2026.
Chatham Capital Group bought 80 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.56K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.25% of Chatham Capital Group's portfolio in Q2 2026, its #100 holding.
Chatham Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 8 quarters since.
140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.