Greenwood Gearhart’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Greenwood Gearhart’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	$957K	Hold	10,010	–	–	0.04%	81
2026 Q1	$879K	Sell	10,010 -354	-3%	-$32.2K	0.05%	72
2025 Q4	$927K	Sell	10,364 -1,125	-10%	-$100K	0.05%	66
2025 Q3	$1.02M	Hold	11,489	–	–	0.06%	64
2025 Q2	$962K	Hold	11,489	–	–	0.06%	65
2025 Q1	$918K	Hold	11,489	–	–	0.06%	64
2024 Q4	$930K	Hold	11,489	–	–	0.06%	72
2024 Q3	$956K	Hold	11,489	–	–	0.08%	59
2024 Q2	$897K	Buy	+11,489	New	+$868K	0.08%	59

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

Greenwood Gearhart's DGRW Position: Q2 2026 in Review

Greenwood Gearhart held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 10,010 shares worth $957K. The position accounts for 0.04% of the portfolio, ranked #81.

Greenwood Gearhart first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Greenwood Gearhart held 10,010 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $957K as of Q2 2026.
Greenwood Gearhart 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 0.04% of Greenwood Gearhart's portfolio in Q2 2026, its #81 holding.
Greenwood Gearhart first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
Greenwood Gearhart's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.02M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.