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 Q2	$3.49M	Sell	36,464 -1,755	-5%	-$166K	0.73%	27
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 $1.55T 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

Evernest Financial Advisors's DGRW Position: Q2 2026 in Review

Evernest Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.6% in Q2 2026, selling an estimated $166K and leaving 36,464 shares worth $3.49M. The position accounts for 0.73% of the portfolio, ranked #27.

Evernest Financial Advisors first reported a position in DGRW in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.62M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Evernest Financial Advisors held 36,464 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.49M as of Q2 2026.
Evernest Financial Advisors sold 1,755 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $166K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.73% of Evernest Financial Advisors's portfolio in Q2 2026, its #27 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 12 quarters since.
Evernest Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.62M in Q3 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.