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CRA Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CRA Financial Services’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 		$21.2M Buy
221,273
+4,195
+2% +$396K 2.44% 10
2026
Q1 		$19.1M Buy
217,078
+23,944
+12% +$2.18M 2.48% 10
2025
Q4 		$17.3M Buy
193,134
+10,262
+6% +$915K 2.26% 11
2025
Q3 		$16.3M Buy
182,872
+14,020
+8% +$1.22M 2.23% 11
2025
Q2 		$14.1M Buy
168,852
+4,306
+3% +$342K 2.16% 11
2025
Q1 		$13.1M Buy
164,546
+19,767
+14% +$1.62M 2.25% 12
2024
Q4 		$11.7M Buy
144,779
+15,637
+12% +$1.31M 2.01% 13
2024
Q3 		$10.7M Buy
129,142
+23,958
+23% +$1.92M 1.97% 13
2024
Q2 		$8.21M Buy
105,184
+13,547
+15% +$1.02M 1.66% 14
2024
Q1 		$6.98M Buy
91,637
+12,656
+16% +$923K 1.52% 14
2023
Q4 		$5.55M Buy
78,981
+9,144
+13% +$604K 1.36% 16
2023
Q3 		$4.43M Buy
69,837
+8,113
+13% +$539K 1.22% 16
2023
Q2 		$4.11M Buy
61,724
+9,899
+19% +$629K 1.11% 17
2023
Q1 		$3.23M Buy
51,825
+5,904
+13% +$363K 0.96% 20
2022
Q4 		$2.77M Buy
45,921
+10,085
+28% +$602K 0.91% 21
2022
Q3 		$1.93M Buy
35,836
+13,557
+61% +$802K 0.7% 29
2022
Q2 		$1.28M Buy
22,279
+14,042
+170% +$851K 0.44% 47
2022
Q1 		$524K Buy
+8,237
New +$520K 0.16% 103

Other funds holding DGRW

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

CRA Financial Services's DGRW Position: Q2 2026 in Review

CRA Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, buying an estimated $396K and bringing the position to 221,273 shares worth $21.2M. The position accounts for 2.44% of the portfolio, ranked #10.

CRA Financial Services first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • CRA Financial Services held 221,273 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.2M as of Q2 2026.
  • CRA Financial Services bought 4,195 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $396K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.44% of CRA Financial Services's portfolio in Q2 2026, its #10 holding.
  • CRA Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.