Hazlett, Burt & Watson’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Hazlett, Burt & Watson’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	$2.03M	Buy	21,235 +1,155	+6%	+$109K	0.54%	45
2026 Q1	$1.76M	Buy	20,080 +833	+4%	+$75.7K	0.55%	45
2025 Q4	$1.72M	Buy	19,247 +1,221	+7%	+$109K	0.55%	44
2025 Q3	$1.6M	Buy	18,026 +115	+0.6%	+$9.97K	0.57%	43
2025 Q2	$1.5M	Buy	17,911 +723	+4%	+$57.4K	0.62%	40
2025 Q1	$1.37M	Buy	17,188 +1,337	+8%	+$110K	0.62%	40
2024 Q4	$1.28M	Buy	15,851 +1,234	+8%	+$103K	0.57%	42
2024 Q3	$1.22M	Buy	14,617 +634	+5%	+$50.8K	0.56%	41
2024 Q2	$1.09M	Buy	13,983 +167	+1%	+$12.6K	0.56%	38
2024 Q1	$1.04M	Buy	13,816 +707	+5%	+$51.6K	0.63%	31
2023 Q4	$924K	Buy	13,109 +812	+7%	+$53.6K	0.62%	29
2023 Q3	$781K	Buy	12,297 +9,111	+286%	+$605K	0.58%	30
2023 Q2	$214K	Buy	3,186 +64	+2%	+$4.07K	0.16%	132
2023 Q1	$195K	Buy	3,122 +149	+5%	+$9.16K	0.16%	125
2022 Q4	$181K	Buy	2,973 +726	+32%	+$43.3K	0.16%	132
2022 Q3	$120K	Sell	2,247 -7,813	-78%	-$462K	0.12%	165
2022 Q2	$577K	Buy	10,060 +4,156	+70%	+$252K	0.53%	38
2022 Q1	$375K	Buy	+5,904	New	+$373K	0.3%	70

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

Hazlett, Burt & Watson's DGRW Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.8% in Q2 2026, buying an estimated $109K and bringing the position to 21,235 shares worth $2.03M. The position accounts for 0.54% of the portfolio, ranked #45.

Hazlett, Burt & Watson first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Hazlett, Burt & Watson held 21,235 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.03M as of Q2 2026.
Hazlett, Burt & Watson bought 1,155 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $109K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.54% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #45 holding.
Hazlett, Burt & Watson first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.