Eaton Financial Holdings’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Eaton Financial Holdings’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	$5.03M	Sell	52,567 -5,875	-10%	-$555K	1.38%	19
2026 Q1	$5.13M	Sell	58,442 -65,130	-53%	-$5.92M	1.68%	13
2025 Q4	$11.1M	Sell	123,572 -4,241	-3%	-$378K	2.97%	7
2025 Q3	$11.4M	Sell	127,813 -2,186	-2%	-$190K	3.2%	7
2025 Q2	$10.9M	Sell	129,999 -18,968	-13%	-$1.5M	3.35%	10
2025 Q1	$11.9M	Sell	148,967 -1,898	-1%	-$155K	4.94%	8
2024 Q4	$12.2M	Sell	150,865 -6,617	-4%	-$553K	4.7%	6
2024 Q3	$13.1M	Buy	+157,482	New	+$12.6M	5.33%	4
2024 Q1	$19.3M	Sell	253,418 -1,813	-0.7%	-$132K	10.02%	2
2023 Q4	$17.9M	Buy	255,231 +23,253	+10%	+$1.54M	4.34%	2
2023 Q3	$14.7M	Buy	+231,978	New	+$15.4M	3.94%	2

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

Eaton Financial Holdings's DGRW Position: Q2 2026 in Review

Eaton Financial Holdings reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q2 2026, selling an estimated $555K and leaving 52,567 shares worth $5.03M. The position accounts for 1.38% of the portfolio, ranked #19.

Eaton Financial Holdings first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.3M in Q1 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Eaton Financial Holdings held 52,567 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.03M as of Q2 2026.
Eaton Financial Holdings sold 5,875 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $555K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.38% of Eaton Financial Holdings's portfolio in Q2 2026, its #19 holding.
Eaton Financial Holdings first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
Eaton Financial Holdings's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $19.3M in Q1 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.