Everhart Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Everhart Financial Group’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	$322K	Buy	3,364 +560	+20%	+$52.9K	0.02%	348
2026 Q1	$246K	Hold	2,804	–	–	0.02%	401
2025 Q4	$251K	Sell	2,804 -212	-7%	-$18.9K	0.02%	367
2025 Q3	$268K	Sell	3,016 -737	-20%	-$63.9K	0.03%	333
2025 Q2	$314K	Hold	3,753	–	–	0.04%	283
2025 Q1	$300K	Hold	3,753	–	–	0.04%	277
2024 Q4	$304K	Buy	3,753 +721	+24%	+$60.3K	0.06%	256
2024 Q3	$252K	Hold	3,032	–	–	0.06%	286
2024 Q2	$237K	Hold	3,032	–	–	0.06%	263
2024 Q1	$231K	Hold	3,032	–	–	0.07%	247
2023 Q4	$213K	Buy	+3,032	New	+$200K	0.08%	232
2023 Q3	–	Sell	-3,032	Closed	-$202K	–	216
2023 Q2	$202K	Buy	+3,032	New	+$193K	0.08%	211
2023 Q1	–	Sell	-7,155	Closed	-$432K	–	206
2022 Q4	$432K	Buy	+7,155	New	+$427K	0.22%	91
2022 Q3	–	Sell	-3,647	Closed	-$209K	–	208
2022 Q2	$209K	Buy	3,647 +215	+6%	+$13K	0.13%	174
2022 Q1	$219K	Buy	+3,432	New	+$217K	0.13%	119
2021 Q2	–	Sell	-3,636	Closed	-$208K	–	97
2021 Q1	$208K	Buy	+3,636	New	+$200K	0.18%	76

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

Everhart Financial Group's DGRW Position: Q2 2026 in Review

Everhart Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 20% in Q2 2026, buying an estimated $52.9K and bringing the position to 3,364 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #348.

Everhart Financial Group first reported a position in DGRW in Q1 2021 and has held it in 16 quarters since. The position peaked at $432K in Q4 2022. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Everhart Financial Group held 3,364 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $322K as of Q2 2026.
Everhart Financial Group bought 560 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $52.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #348 holding.
Everhart Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 16 quarters since.
Everhart Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $432K in Q4 2022.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.