Harvest Investment Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Harvest Investment Services’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	$4.01M	Buy	41,896 +4,088	+11%	+$386K	0.62%	41
2026 Q1	$3.32M	Buy	37,808 +342	+0.9%	+$31.1K	0.61%	43
2025 Q4	$3.35M	Buy	37,466 +1,437	+4%	+$128K	0.63%	43
2025 Q3	$3.21M	Sell	36,029 -431	-1%	-$37.4K	0.64%	44
2025 Q2	$3.05M	Buy	36,460 +43	+0.1%	+$3.41K	0.68%	31
2025 Q1	$2.91M	Sell	36,417 -173	-0.5%	-$14.2K	0.81%	24
2024 Q4	$2.96M	Buy	36,590 +527	+1%	+$44.1K	0.73%	36
2024 Q3	$3M	Buy	36,063 +2,433	+7%	+$195K	0.96%	26
2024 Q2	$2.62M	Buy	+33,630	New	+$2.54M	1.04%	26

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

Harvest Investment Services's DGRW Position: Q2 2026 in Review

Harvest Investment Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, buying an estimated $386K and bringing the position to 41,896 shares worth $4.01M. The position accounts for 0.62% of the portfolio, ranked #41.

Harvest Investment Services first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Harvest Investment Services held 41,896 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.01M as of Q2 2026.
Harvest Investment Services bought 4,088 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $386K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.62% of Harvest Investment Services's portfolio in Q2 2026, its #41 holding.
Harvest Investment Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.