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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harvest Investment Services's DGRW Position: Q1 2026 in Review

Harvest Investment Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.91% in Q1 2026, buying an estimated $31.1K and bringing the position to 37,808 shares worth $3.32M. The position accounts for 0.61% of the portfolio, ranked #43.

Harvest Investment Services first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Harvest Investment Services held 37,808 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.32M as of Q1 2026.
Harvest Investment Services bought 342 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $31.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.61% of Harvest Investment Services's portfolio in Q1 2026, its #43 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 8 quarters since.
Harvest Investment Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.35M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.