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

Hall Capital 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 Q1	$427K	Hold	4,543	–	–	0.15%	74
2025 Q4	$406K	Hold	4,543	–	–	0.16%	67
2025 Q3	$404K	Hold	4,543	–	–	0.16%	71
2025 Q2	$380K	Hold	4,543	–	–	0.16%	70
2025 Q1	$363K	Sell	4,543 -17	-0.4%	-$1.39K	0.17%	71
2024 Q4	$369K	Buy	+4,560	New	+$381K	0.17%	73

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hall Capital Management's DGRW Position: Q1 2026 in Review

Hall Capital Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 4,543 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #74.

Hall Capital Management first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Hall Capital Management held 4,543 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $427K as of Q1 2026.
Hall Capital Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Hall Capital Management's portfolio in Q1 2026, its #74 holding.
Hall Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.