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

CM 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
2026 Q2	$602K	Hold	6,300	–	–	0.11%	85
2026 Q1	$553K	Hold	6,300	–	–	0.12%	70
2025 Q4	$563K	Buy	6,300 +1,578	+33%	+$141K	0.13%	72
2025 Q3	$420K	Buy	+4,722	New	+$410K	0.11%	64
2024 Q2	–	Sell	-6,300	Closed	-$471K	–	99
2024 Q1	$471K	Buy	+6,300	New	+$460K	0.13%	84
2023 Q3	–	Sell	-6,300	Closed	-$431K	–	100
2023 Q2	$431K	Buy	+6,300	New	+$400K	0.14%	75

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

CM Wealth Advisors's DGRW Position: Q2 2026 in Review

CM Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 6,300 shares worth $602K. The position accounts for 0.11% of the portfolio, ranked #85.

CM Wealth Advisors first reported a position in DGRW in Q2 2023 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

CM Wealth Advisors held 6,300 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $602K as of Q2 2026.
CM Wealth Advisors 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 0.11% of CM Wealth Advisors's portfolio in Q2 2026, its #85 holding.
CM Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 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 CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.