Evernest Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Evernest Financial Advisors’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 Q1	$3.59M	Sell	38,219 -21,225	-36%	-$1.93M	0.75%	25
2025 Q4	$5.56M	Sell	59,444 -3,683	-6%	-$328K	1.17%	20
2025 Q3	$5.62M	Buy	63,127 +523	+0.8%	+$45.4K	1.57%	19
2025 Q2	$5.24M	Buy	62,604 +5,633	+10%	+$447K	1.7%	17
2025 Q1	$4.55M	Buy	56,971 +3,310	+6%	+$271K	1.63%	16
2024 Q4	$4.34M	Buy	53,661 +1,927	+4%	+$161K	1.13%	20
2024 Q3	$4.3M	Sell	51,734 -92	-0.2%	-$7.37K	1.16%	19
2024 Q2	$4.05M	Buy	51,826 +2,117	+4%	+$160K	1.81%	17
2024 Q1	$3.59M	Sell	49,709 -101	-0.2%	-$7.37K	1.7%	16
2023 Q4	$3.5M	Buy	+49,810	New	+$3.29M	1.78%	15
2021 Q4	$3.52M	Buy	+48,186	New	+$3.03M	1.82%	15

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Evernest Financial Advisors's DGRW Position: Q1 2026 in Review

Evernest Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 36% in Q1 2026, selling an estimated $1.93M and leaving 38,219 shares worth $3.59M. The position accounts for 0.75% of the portfolio, ranked #25.

Evernest Financial Advisors first reported a position in DGRW in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.62M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Evernest Financial Advisors held 38,219 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.59M as of Q1 2026.
Evernest Financial Advisors sold 21,225 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.93M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.75% of Evernest Financial Advisors's portfolio in Q1 2026, its #25 holding.
Evernest Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.62M in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.