Cheviot Value Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cheviot Value 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	$54.6K	Hold	571	–	–	0.01%	200
2026 Q1	$50.2K	Hold	571	–	–	0.01%	193
2025 Q4	$52.1K	Hold	571	–	–	0.01%	196
2025 Q3	$51.6K	Sell	571 -7	-1%	-$607	0.01%	208
2025 Q2	$49.8K	Hold	578	–	–	0.01%	190
2025 Q1	$45.4K	Buy	+578	New	+$47.4K	0.01%	187

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 $104B AUM 28.3% 1-Year Est. Return

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

Cheviot Value Management's DGRW Position: Q2 2026 in Review

Cheviot Value Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 571 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #200.

Cheviot Value Management first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cheviot Value Management held 571 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $54.6K as of Q2 2026.
Cheviot Value Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #200 holding.
Cheviot Value Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.