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DGRW icon

Hardy Reed’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hardy Reed’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 		$438K Hold
4,986
– – 0.03% 155
2025
Q4 		$446K Sell
4,986
-1,294
-21% -$115K 0.03% 152
2025
Q3 		$559K Sell
6,280
-2,433
-28% -$211K 0.04% 132
2025
Q2 		$730K Hold
8,713
– – 0.06% 110
2025
Q1 		$696K Hold
8,713
– – 0.06% 113
2024
Q4 		$705K Sell
8,713
-106
-1% -$8.86K 0.06% 110
2024
Q3 		$734K Sell
8,819
-108
-1% -$8.65K 0.07% 107
2024
Q2 		$697K Hold
8,927
– – 0.07% 107
2024
Q1 		$680K Buy
8,927
+325
+4% +$23.7K 0.08% 55
2023
Q4 		$605K Buy
8,602
+2,322
+37% +$153K 0.08% 55
2023
Q3 		$399K Hold
6,280
– – 0.07% 66
2023
Q2 		$419K Hold
6,280
– – 0.07% 64
2023
Q1 		$391K Sell
6,280
-35
-0.6% -$2.15K 0.07% 73
2022
Q4 		$381K Buy
+6,315
New +$377K 0.07% 69

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hardy Reed's DGRW Position: Q1 2026 in Review

Hardy Reed held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 4,986 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #155.

Hardy Reed first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $734K in Q3 2024. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Hardy Reed held 4,986 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $438K as of Q1 2026.
  • Hardy Reed 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 0.03% of Hardy Reed's portfolio in Q1 2026, its #155 holding.
  • Hardy Reed first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
  • Hardy Reed's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $734K in Q3 2024.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.