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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cheviot Value Management's DGRW Position: Q1 2026 in Review

Cheviot Value Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 571 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #193.

Cheviot Value Management first reported a position in DGRW in Q1 2025 and has held it in 5 quarters since. The position peaked at $52.1K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Cheviot Value Management held 571 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $50.2K as of Q1 2026.
  • Cheviot Value Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Cheviot Value Management's portfolio in Q1 2026, its #193 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 5 quarters since.
  • Cheviot Value Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $52.1K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.