CVA Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CVA Family Office’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	$1.01M	Buy	10,604 +4	+0%	+$378	0.09%	119
2026 Q1	$931K	Buy	10,600 +3	+0%	+$273	0.1%	117
2025 Q4	$948K	Buy	10,597 +4	+0%	+$357	0.11%	112
2025 Q3	$942K	Buy	10,593 +5	+0%	+$434	0.12%	106
2025 Q2	$887K	Buy	10,588 +4	+0%	+$317	0.12%	108
2025 Q1	$845K	Buy	10,584 +4	+0%	+$328	0.13%	112
2024 Q4	$856K	Hold	10,580	–	–	0.14%	103
2024 Q3	$880K	Buy	10,580 +40	+0.4%	+$3.2K	0.14%	102
2024 Q2	$823K	Hold	10,540	–	–	0.15%	96
2024 Q1	$803K	Hold	10,540	–	–	0.14%	101
2023 Q4	$741K	Hold	10,540	–	–	0.14%	104
2023 Q3	$669K	Sell	10,540 -760	-7%	-$50.5K	0.15%	105
2023 Q2	$753K	Hold	11,300	–	–	0.16%	94
2023 Q1	$704K	Sell	11,300 -1,130	-9%	-$69.4K	0.16%	98
2022 Q4	$750K	Hold	12,430	–	–	0.18%	83
2022 Q3	$670K	Sell	12,430 -1,100	-8%	-$65.1K	0.18%	91
2022 Q2	$775K	Hold	13,530	–	–	0.21%	77
2022 Q1	$861K	Hold	13,530	–	–	0.21%	75
2021 Q4	$891K	Hold	13,530	–	–	0.22%	72
2021 Q3	$671K	Hold	13,530	–	–	0.48%	41
2021 Q2	$807K	Hold	13,530	–	–	0.23%	67
2021 Q1	$774K	Hold	13,530	–	–	0.29%	53
2020 Q4	$730K	Hold	13,530	–	–	0.45%	44
2020 Q3	$671K	Hold	13,530	–	–	0.48%	41
2020 Q2	$615K	Hold	13,530	–	–	0.51%	39
2020 Q1	$526K	Sell	13,530 -1,300	-9%	-$59.1K	0.53%	41
2019 Q4	$719K	Buy	+14,830	New	+$692K	0.66%	34

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

CVA Family Office's DGRW Position: Q2 2026 in Review

CVA Family Office increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.04% in Q2 2026, buying an estimated $378 and bringing the position to 10,604 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #119.

CVA Family Office first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

CVA Family Office held 10,604 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.01M as of Q2 2026.
CVA Family Office bought 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $378.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #119 holding.
CVA Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.