HHM Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

HHM Wealth Advisors’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	$297K	Sell	3,101 -139	-4%	-$13.1K	0.03%	172
2026 Q1	$285K	Buy	3,240 +9	+0.3%	+$818	0.03%	162
2025 Q4	$289K	Sell	3,231 -797	-20%	-$71K	0.03%	158
2025 Q3	$358K	Buy	4,028 +202	+5%	+$17.5K	0.04%	145
2025 Q2	$320K	Sell	3,826 -5	-0.1%	-$397	0.04%	153
2025 Q1	$306K	Sell	3,831 -1,161	-23%	-$95.1K	0.04%	143
2024 Q4	$404K	Buy	4,992 +1,168	+31%	+$97.7K	0.05%	123
2024 Q3	$318K	Buy	+3,824	New	+$306K	0.05%	129

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

HHM Wealth Advisors's DGRW Position: Q2 2026 in Review

HHM Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.3% in Q2 2026, selling an estimated $13.1K and leaving 3,101 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #172.

HHM Wealth Advisors first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $404K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

HHM Wealth Advisors held 3,101 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $297K as of Q2 2026.
HHM Wealth Advisors sold 139 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #172 holding.
HHM Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
HHM Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $404K in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.