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 Q2	$6.51M	Buy	68,132 +2,547	+4%	+$241K	0.42%	59
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 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

Clear Creek Financial Management's DGRW Position: Q2 2026 in Review

Clear Creek Financial Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.9% in Q2 2026, buying an estimated $241K and bringing the position to 68,132 shares worth $6.51M. The position accounts for 0.42% of the portfolio, ranked #59.

Clear Creek Financial Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Clear Creek Financial Management held 68,132 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.51M as of Q2 2026.
Clear Creek Financial Management bought 2,547 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $241K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.42% of Clear Creek Financial Management's portfolio in Q2 2026, its #59 holding.
Clear Creek Financial Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.