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 Q2	$477K	Hold	4,986	–	–	0.03%	157
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 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

Hardy Reed's DGRW Position: Q2 2026 in Review

Hardy Reed held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,986 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #157.

Hardy Reed first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $734K in Q3 2024. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Hardy Reed held 4,986 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $477K as of Q2 2026.
Hardy Reed 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 0.03% of Hardy Reed's portfolio in Q2 2026, its #157 holding.
Hardy Reed first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
Hardy Reed's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $734K in Q3 2024.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.