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 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 $1.37T 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

Hazlett, Burt & Watson's DGRW Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.3% in Q1 2026, buying an estimated $75.7K and bringing the position to 20,080 shares worth $1.76M. The position accounts for 0.55% of the portfolio, ranked #45.

Hazlett, Burt & Watson first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Hazlett, Burt & Watson held 20,080 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.76M as of Q1 2026.
Hazlett, Burt & Watson bought 833 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $75.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.55% of Hazlett, Burt & Watson's portfolio in Q1 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 17 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.