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 Q2	$4.81M	Buy	50,327 +1,182	+2%	+$112K	0.04%	129
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 $1.55T 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 $1.78B AUM 13.07% 1-Year Est. Return

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

Haverford Trust Company's DGRW Position: Q2 2026 in Review

Haverford Trust Company increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q2 2026, buying an estimated $112K and bringing the position to 50,327 shares worth $4.81M. The position accounts for 0.04% of the portfolio, ranked #129.

Haverford Trust Company first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Haverford Trust Company held 50,327 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.81M as of Q2 2026.
Haverford Trust Company bought 1,182 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $112K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Haverford Trust Company's portfolio in Q2 2026, its #129 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 14 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.