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

Fermata 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	$5.58M	Buy	58,390 +7,756	+15%	+$733K	1.13%	24
2026 Q1	$4.45M	Sell	50,634 -6,271	-11%	-$570K	1%	32
2025 Q4	$5.09M	Sell	56,905 -1,364	-2%	-$122K	1.22%	25
2025 Q3	$5.18M	Buy	58,269 +12,125	+26%	+$1.05M	1.31%	24
2025 Q2	$3.86M	Buy	46,144 +11,370	+33%	+$902K	1.03%	29
2025 Q1	$2.78M	Buy	34,774 +11,809	+51%	+$967K	0.5%	49
2024 Q4	$1.86M	Buy	22,965 +10,431	+83%	+$872K	0.35%	65
2024 Q3	$1.04M	Buy	12,534 +5,721	+84%	+$458K	0.21%	80
2024 Q2	$532K	Buy	6,813 +2,986	+78%	+$226K	0.12%	105
2024 Q1	$292K	Buy	+3,827	New	+$279K	0.07%	165

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

Fermata Advisors's DGRW Position: Q2 2026 in Review

Fermata Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 15% in Q2 2026, buying an estimated $733K and bringing the position to 58,390 shares worth $5.58M. The position accounts for 1.13% of the portfolio, ranked #24.

Fermata Advisors first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Fermata Advisors held 58,390 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.58M as of Q2 2026.
Fermata Advisors bought 7,756 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $733K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.13% of Fermata Advisors's portfolio in Q2 2026, its #24 holding.
Fermata Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.