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 Q2	$434K	Hold	4,543	–	–	0.14%	75
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 $1.55T 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

Hall Capital Management's DGRW Position: Q2 2026 in Review

Hall Capital Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,543 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #75.

Hall Capital Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Hall Capital Management held 4,543 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $434K as of Q2 2026.
Hall Capital Management 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 0.14% of Hall Capital Management's portfolio in Q2 2026, its #75 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 7 quarters since.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hall Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.