Haverford Trust Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Haverford Trust Company’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	$4.32M	Buy	49,145 +6,165	+14%	+$561K	0.04%	127
2025 Q4	$3.84M	Hold	42,980	–	–	0.03%	135
2025 Q3	$3.82M	Buy	42,980 +1,706	+4%	+$148K	0.03%	136
2025 Q2	$3.46M	Buy	41,274 +1,972	+5%	+$156K	0.03%	145
2025 Q1	$3.14M	Hold	39,302	–	–	0.03%	147
2024 Q4	$3.18M	Buy	39,302 +2,543	+7%	+$213K	0.03%	146
2024 Q3	$3.06M	Buy	36,759 +770	+2%	+$61.7K	0.03%	154
2024 Q2	$2.81M	Hold	35,989	–	–	0.03%	153
2024 Q1	$2.74M	Hold	35,989	–	–	0.03%	151
2023 Q4	$2.53M	Hold	35,989	–	–	0.03%	147
2023 Q3	$2.28M	Hold	35,989	–	–	0.03%	144
2023 Q2	$2.4M	Sell	35,989 -2,041	-5%	-$130K	0.03%	139
2023 Q1	$2.37M	Buy	+38,030	New	+$2.34M	0.03%	138

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

Haverford Trust Company's DGRW Position: Q1 2026 in Review

Haverford Trust Company increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q1 2026, buying an estimated $561K and bringing the position to 49,145 shares worth $4.32M. The position accounts for 0.04% of the portfolio, ranked #127.

Haverford Trust Company first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Haverford Trust Company held 49,145 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.32M as of Q1 2026.
Haverford Trust Company bought 6,165 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $561K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Haverford Trust Company's portfolio in Q1 2026, its #127 holding.
Haverford Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.