Clark Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Clark Asset 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	$674K	Buy	7,051 +3	+0%	+$283	0.05%	125
2026 Q1	$619K	Buy	7,048 +1,525	+28%	+$139K	0.06%	111
2025 Q4	$494K	Hold	5,523	–	–	0.05%	124
2025 Q3	$491K	Sell	5,523 -509	-8%	-$44.1K	0.06%	123
2025 Q2	$505K	Hold	6,032	–	–	0.07%	107
2025 Q1	$482K	Buy	+6,032	New	+$494K	0.08%	87

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

Clark Asset Management's DGRW Position: Q2 2026 in Review

Clark Asset Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.04% in Q2 2026, buying an estimated $283 and bringing the position to 7,051 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #125.

Clark Asset Management first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Clark Asset Management held 7,051 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $674K as of Q2 2026.
Clark Asset Management bought 3 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $283.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #125 holding.
Clark Asset 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.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.