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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
Q3 		$273K Sell
2,804
-560
-17% -$54.9K 0.02% 403
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Everhart Financial Group's DGRW Position: Q3 2026 in Review

Everhart Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q3 2026, selling an estimated $54.9K and leaving 2,804 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #403.

Everhart Financial Group first reported a position in DGRW in Q1 2021 and has held it in 17 quarters since. The position peaked at $432K in Q4 2022. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Everhart Financial Group held 2,804 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $273K as of Q3 2026.
  • Everhart Financial Group sold 560 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $54.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #403 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 17 quarters since.
  • Everhart Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $432K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.