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

GHP Investment 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	$42.1K	Hold	440	–	–	﹤0.01%	590
2026 Q1	$38.6K	Hold	440	–	–	﹤0.01%	587
2025 Q4	$39.4K	Hold	440	–	–	﹤0.01%	558
2025 Q3	$39.1K	Hold	440	–	–	﹤0.01%	554
2025 Q2	$36.8K	Hold	440	–	–	﹤0.01%	547
2025 Q1	$35.1K	Buy	440 +340	+340%	+$27.9K	﹤0.01%	534
2024 Q4	$8.09K	Hold	100	–	–	﹤0.01%	728
2024 Q3	$8.32K	Hold	100	–	–	﹤0.01%	746
2024 Q2	$7.8K	Hold	100	–	–	﹤0.01%	726
2024 Q1	$7.62K	Hold	100	–	–	﹤0.01%	674
2023 Q4	$7.03K	Hold	100	–	–	﹤0.01%	682
2023 Q3	$6.4K	Hold	100	–	–	﹤0.01%	758
2023 Q2	$6.67K	Hold	100	–	–	﹤0.01%	744
2023 Q1	$6.23K	Buy	+100	New	+$6.15K	﹤0.01%	751

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

GHP Investment Advisors's DGRW Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 440 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

GHP Investment Advisors first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

GHP Investment Advisors held 440 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $42.1K as of Q2 2026.
GHP Investment Advisors 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 ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #590 holding.
GHP Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.