May Barnhard Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

May Barnhard Investments’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	$540K	Hold	5,647	–	–	0.22%	62
2026 Q1	$496K	Sell	5,647 -883	-14%	-$80.3K	0.24%	62
2025 Q4	$584K	Buy	6,530 +25	+0.4%	+$2.23K	0.28%	55
2025 Q3	$579K	Buy	6,505 +24	+0.4%	+$2.08K	0.27%	57
2025 Q2	$543K	Buy	6,481 +26	+0.4%	+$2.06K	0.25%	60
2025 Q1	$516K	Buy	6,455 +25	+0.4%	+$2.05K	0.26%	62
2024 Q4	$520K	Buy	6,430 +25	+0.4%	+$2.09K	0.25%	57
2024 Q3	$533K	Sell	6,405 -1,549	-19%	-$124K	0.26%	58
2024 Q2	$621K	Sell	7,954 -2,183	-22%	-$165K	0.32%	51
2024 Q1	$772K	Buy	10,137 +205	+2%	+$15K	0.39%	45
2023 Q4	$698K	Buy	+9,932	New	+$656K	0.36%	45

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

May Barnhard Investments's DGRW Position: Q2 2026 in Review

May Barnhard Investments held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 5,647 shares worth $540K. The position accounts for 0.22% of the portfolio, ranked #62.

May Barnhard Investments first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q1 2024. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

May Barnhard Investments held 5,647 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $540K as of Q2 2026.
May Barnhard Investments 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 0.22% of May Barnhard Investments's portfolio in Q2 2026, its #62 holding.
May Barnhard Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $772K in Q1 2024.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.