Hazlett, Burt & Watson
DGRW icon

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
Q3 		$1.34M Sell
13,822
-7,413
-35% -$726K 0.35% 74
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% +$10K 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% +$4.06K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Hazlett, Burt & Watson's DGRW Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 35% in Q3 2026, selling an estimated $726K and leaving 13,822 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #74.

Hazlett, Burt & Watson first reported a position in DGRW in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.03M in Q2 2026. 663 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Hazlett, Burt & Watson held 13,822 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.34M as of Q3 2026.
  • Hazlett, Burt & Watson sold 7,413 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $726K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #74 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 19 quarters since.
  • Hazlett, Burt & Watson's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.03M in Q2 2026.
  • 663 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.