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Harbor Investment Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Harbor Investment Advisory’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 		$224K Hold
2,347
– – 0.02% 400
2026
Q1 		$206K Hold
2,347
– – 0.02% 394
2025
Q4 		$210K Hold
2,347
– – 0.02% 395
2025
Q3 		$209K Hold
2,347
– – 0.02% 389
2025
Q2 		$197K Hold
2,347
– – 0.02% 375
2025
Q1 		$187K Hold
2,347
– – 0.02% 378
2024
Q4 		$190K Hold
2,347
– – 0.02% 356
2024
Q3 		$195K Hold
2,347
– – 0.02% 346
2024
Q2 		$183K Hold
2,347
– – 0.02% 349
2024
Q1 		$179K Hold
2,347
– – 0.02% 354
2023
Q4 		$165K Hold
2,347
– – 0.02% 353
2023
Q3 		$149K Sell
2,347
-218
-8% -$14.5K 0.02% 346
2023
Q2 		$171K Hold
2,565
– – 0.02% 371
2023
Q1 		$160K Hold
2,565
– – 0.02% 393
2022
Q4 		$155K Hold
2,565
– – 0.02% 395
2022
Q3 		$138K Hold
2,565
– – 0.02% 400
2022
Q2 		$147K Hold
2,565
– – 0.02% 395
2022
Q1 		$163K Hold
2,565
– – 0.02% 412
2021
Q4 		$169K Hold
2,565
– – 0.02% 412
2021
Q3 		$151K Hold
2,565
– – 0.02% 424
2021
Q2 		$153K Buy
2,565
+555
+28% +$32.8K 0.02% 418
2021
Q1 		$115K Buy
2,010
+318
+19% +$17.4K 0.02% 447
2020
Q4 		$91K Buy
1,692
+1,054
+165% +$54.6K 0.01% 475
2020
Q3 		$32K Hold
638
– – 0.01% 615
2020
Q2 		$29K Hold
638
– – 0.01% 550
2020
Q1 		$25K Buy
638
+552
+642% +$25.1K 0.01% 532
2019
Q4 		$4K Buy
+86
New +$4.01K ﹤0.01% 724

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbor Investment Advisory's DGRW Position: Q2 2026 in Review

Harbor Investment Advisory held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,347 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #400.

Harbor Investment Advisory first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Harbor Investment Advisory held 2,347 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $224K as of Q2 2026.
  • Harbor Investment Advisory 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 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #400 holding.
  • Harbor Investment Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.