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Clear Creek Financial Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Clear Creek Financial 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 		$5.76M Buy
65,585
+18,732
+40% +$1.7M 0.44% 54
2025
Q4 		$4.19M Buy
46,853
+4,656
+11% +$415K 0.34% 60
2025
Q3 		$3.75M Buy
42,197
+2,610
+7% +$226K 0.33% 66
2025
Q2 		$3.32M Buy
39,587
+2,009
+5% +$159K 0.32% 69
2025
Q1 		$3M Buy
37,578
+2,712
+8% +$222K 0.31% 70
2024
Q4 		$2.82M Buy
34,866
+2,876
+9% +$240K 0.31% 74
2024
Q3 		$2.66M Buy
31,990
+2,902
+10% +$232K 0.3% 76
2024
Q2 		$2.27M Buy
29,088
+4,659
+19% +$352K 0.28% 79
2024
Q1 		$1.86M Buy
+24,429
New +$1.78M 0.24% 88

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