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

Clarus 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	$458K	Hold	4,787	–	–	0.16%	59
2026 Q1	$420K	Sell	4,787 -19	-0.4%	-$1.73K	0.15%	63
2025 Q4	$430K	Hold	4,806	–	–	0.15%	62
2025 Q3	$428K	Hold	4,806	–	–	0.15%	65
2025 Q2	$402K	Hold	4,806	–	–	0.15%	63
2025 Q1	$384K	Sell	4,806 -20	-0.4%	-$1.64K	0.15%	64
2024 Q4	$391K	Sell	4,826 -11	-0.2%	-$920	0.14%	67
2024 Q3	$402K	Sell	4,837 -19	-0.4%	-$1.52K	0.17%	64
2024 Q2	$379K	Hold	4,856	–	–	0.17%	73
2024 Q1	$370K	Buy	+4,856	New	+$354K	0.26%	66

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

Clarus Group's DGRW Position: Q2 2026 in Review

Clarus Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,787 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #59.

Clarus Group first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Clarus Group held 4,787 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $458K as of Q2 2026.
Clarus Group 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 0.16% of Clarus Group's portfolio in Q2 2026, its #59 holding.
Clarus Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.