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Clearview Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Clearview Wealth Advisors’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
2025
Q4 		$323K Buy
3,613
+990
+38% +$88.2K 0.2% 80
2025
Q3 		$233K Sell
2,623
-305
-10% -$26.5K 0.15% 98
2025
Q2 		$245K Sell
2,928
-925
-24% -$73.4K 0.17% 95
2025
Q1 		$308K Sell
3,853
-86
-2% -$7.04K 0.23% 82
2024
Q4 		$319K Sell
3,939
-375
-9% -$31.4K 0.24% 74
2024
Q3 		$359K Buy
4,314
+2
+0% +$160 0.28% 68
2024
Q2 		$337K Sell
4,312
-358
-8% -$27.1K 0.29% 68
2024
Q1 		$356K Sell
4,670
-884
-16% -$64.5K 0.36% 68
2023
Q4 		$390K Sell
5,554
-535
-9% -$35.3K 0.46% 69
2023
Q3 		$387K Sell
6,089
-1,071
-15% -$71.2K 0.48% 72
2023
Q2 		$477K Sell
7,160
-459
-6% -$29.2K 0.48% 62
2023
Q1 		$475K Buy
7,619
+459
+6% +$28.2K 0.48% 62
2022
Q4 		$432K Buy
7,160
+658
+10% +$39.3K 0.33% 67
2022
Q3 		$351K Sell
6,502
-202
-3% -$11.9K 0.28% 60
2022
Q2 		$384K Sell
6,704
-1,409
-17% -$85.4K 0.29% 63
2022
Q1 		$517K Sell
8,113
-7,737
-49% -$488K 0.34% 50
2021
Q4 		$1.04M Buy
15,850
+4,371
+38% +$275K 0.64% 35
2021
Q3 		$675K Buy
11,479
+2,081
+22% +$127K 0.43% 52
2021
Q2 		$561K Buy
9,398
+4,760
+103% +$281K 0.35% 65
2021
Q1 		$265K Buy
4,638
+906
+24% +$49.7K 0.17% 99
2020
Q4 		$201K Buy
+3,732
New +$193K 0.14% 108

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearview Wealth Advisors's DGRW Position: Q4 2025 in Review

Clearview Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 38% in Q4 2025, buying an estimated $88.2K and bringing the position to 3,613 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #80.

Clearview Wealth Advisors first reported a position in DGRW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2021. 770 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Clearview Wealth Advisors held 3,613 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $323K as of Q4 2025.
  • Clearview Wealth Advisors bought 990 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $88.2K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.2% of Clearview Wealth Advisors's portfolio in Q4 2025, its #80 holding.
  • Clearview Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.04M in Q4 2021.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.