Halbert Hargrove Global Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Halbert Hargrove Global 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	$233K	Sell	2,441 -82	-3%	-$7.75K	0.01%	97
2026 Q1	$222K	Hold	2,523	–	–	0.01%	88
2025 Q4	$226K	Hold	2,523	–	–	0.01%	86
2025 Q3	$224K	Hold	2,523	–	–	0.01%	96
2025 Q2	$211K	Hold	2,523	–	–	0.01%	84
2025 Q1	$201K	Sell	2,523 -653	-21%	-$53.5K	0.01%	85
2024 Q4	$257K	Hold	3,176	–	–	0.01%	78
2024 Q3	$264K	Hold	3,176	–	–	0.01%	78
2024 Q2	$248K	Hold	3,176	–	–	0.01%	81
2024 Q1	$242K	Hold	3,176	–	–	0.02%	89
2023 Q4	$223K	Sell	3,176 -596	-16%	-$39.4K	0.02%	91
2023 Q3	$239K	Hold	3,772	–	–	0.02%	84
2023 Q2	$251K	Buy	+3,772	New	+$240K	0.02%	79

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

Halbert Hargrove Global Advisors's DGRW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.3% in Q2 2026, selling an estimated $7.75K and leaving 2,441 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #97.

Halbert Hargrove Global Advisors first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. The position peaked at $264K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Halbert Hargrove Global Advisors held 2,441 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $233K as of Q2 2026.
Halbert Hargrove Global Advisors sold 82 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.75K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #97 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $264K in Q3 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.