Fairview Capital Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fairview Capital Investment Management’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	$463K	Hold	4,845	–	–	0.02%	142
2026 Q1	$426K	Sell	4,845 -420	-8%	-$38.2K	0.02%	138
2025 Q4	$471K	Sell	5,265 -300	-5%	-$26.7K	0.02%	121
2025 Q3	$495K	Hold	5,565	–	–	0.03%	121
2025 Q2	$466K	Hold	5,565	–	–	0.02%	119
2025 Q1	$444K	Sell	5,565 -25	-0.4%	-$2.05K	0.02%	122
2024 Q4	$452K	Hold	5,590	–	–	0.02%	120
2024 Q3	$465K	Hold	5,590	–	–	0.03%	116
2024 Q2	$436K	Hold	5,590	–	–	0.02%	112
2024 Q1	$426K	Hold	5,590	–	–	0.02%	123
2023 Q4	$393K	Hold	5,590	–	–	0.02%	120
2023 Q3	$355K	Hold	5,590	–	–	0.02%	121
2023 Q2	$373K	Hold	5,590	–	–	0.02%	118
2023 Q1	$349K	Hold	5,590	–	–	0.02%	119
2022 Q4	$337K	Hold	5,590	–	–	0.02%	119
2022 Q3	$301K	Hold	5,590	–	–	0.02%	113
2022 Q2	$320K	Hold	5,590	–	–	0.02%	115
2022 Q1	$355K	Hold	5,590	–	–	0.02%	107
2021 Q4	$368K	Hold	5,590	–	–	0.02%	107
2021 Q3	$328K	Hold	5,590	–	–	0.02%	105
2021 Q2	$333K	Hold	5,590	–	–	0.02%	103
2021 Q1	$319K	Hold	5,590	–	–	0.01%	138
2020 Q4	$301K	Sell	5,590 -525	-9%	-$27.2K	0.01%	125
2020 Q3	$303K	Hold	6,115	–	–	0.01%	114
2020 Q2	$278K	Sell	6,115 -579	-9%	-$25.1K	0.01%	113
2020 Q1	$260K	Hold	6,694	–	–	0.02%	116
2019 Q4	$324K	Sell	6,694 -1	-0%	-$47	0.02%	116
2019 Q3	$301K	Buy	6,695 +1	+0%	+$44	0.01%	123
2019 Q2	$292K	Hold	6,694	–	–	0.01%	124
2019 Q1	$288K	Sell	6,694 -6,906	-51%	-$285K	0.02%	122
2018 Q4	$521K	Sell	13,600 -1	-0%	-$41	0.03%	100
2018 Q3	$603K	Sell	13,601 -250	-2%	-$10.8K	0.03%	86
2018 Q2	$568K	Buy	13,851 +579	+4%	+$23.8K	0.03%	81
2018 Q1	$535K	Sell	13,272 -2,137	-14%	-$89.8K	0.03%	83
2017 Q4	$638K	Hold	15,409	–	–	0.04%	77
2017 Q3	$588K	Sell	15,409 -600	-4%	-$22.4K	0.04%	78
2017 Q2	$589K	Buy	+16,009	New	+$579K	0.04%	75

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

Fairview Capital Investment Management's DGRW Position: Q2 2026 in Review

Fairview Capital Investment Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,845 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #142.

Fairview Capital Investment Management first reported a position in DGRW in Q2 2017 and has held it in 37 quarters since. The position peaked at $638K in Q4 2017. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Fairview Capital Investment Management held 4,845 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $463K as of Q2 2026.
Fairview Capital Investment Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Fairview Capital Investment Management's portfolio in Q2 2026, its #142 holding.
Fairview Capital Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and has held it in 37 quarters since.
Fairview Capital Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $638K in Q4 2017.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.