Harbor Asset Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Harbor Asset Planning’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	$205K	Buy	2,139 +6	+0.3%	+$567	0.15%	102
2026 Q1	$187K	Buy	2,133 +6	+0.3%	+$546	0.16%	102
2025 Q4	$190K	Buy	2,127 +9	+0.4%	+$802	0.16%	93
2025 Q3	$188K	Buy	2,118 +7	+0.3%	+$607	0.17%	90
2025 Q2	$177K	Buy	+2,111	New	+$167K	0.17%	90

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Harbor Asset Planning's DGRW Position: Q2 2026 in Review

Harbor Asset Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.28% in Q2 2026, buying an estimated $567 and bringing the position to 2,139 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #102.

Harbor Asset Planning first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Harbor Asset Planning held 2,139 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $205K as of Q2 2026.
Harbor Asset Planning bought 6 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $567.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.15% of Harbor Asset Planning's portfolio in Q2 2026, its #102 holding.
Harbor Asset Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.