Kurt F. Somerville’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Kurt F. Somerville’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	$406K	Hold	4,250	–	–	0.1%	72
2026 Q1	$373K	Hold	4,250	–	–	0.1%	72
2025 Q4	$380K	Sell	4,250 -250	-6%	-$22.3K	0.06%	76
2025 Q3	$400K	Hold	4,500	–	–	0.07%	82
2025 Q2	$377K	Hold	4,500	–	–	0.06%	87
2025 Q1	$359K	Buy	+4,500	New	+$369K	0.06%	86

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

Kurt F. Somerville's DGRW Position: Q2 2026 in Review

Kurt F. Somerville held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,250 shares worth $406K. The position accounts for 0.1% of the portfolio, ranked #72.

Kurt F. Somerville first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Kurt F. Somerville held 4,250 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $406K as of Q2 2026.
Kurt F. Somerville left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Kurt F. Somerville's portfolio in Q2 2026, its #72 holding.
Kurt F. Somerville first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.