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Univest Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Univest Financial’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
2025
Q2 		– Sell
-3,828
Closed -$306K – 273
2025
Q1 		$306K Hold
3,828
– – 0.02% 234
2024
Q4 		$310K Hold
3,828
– – 0.02% 240
2024
Q3 		$319K Buy
+3,828
New +$307K 0.02% 235

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Univest Financial's DGRW Position: Q2 2025 in Review

Univest Financial sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 3,828 shares — an estimated $306K sold.

Univest Financial first reported a position in DGRW in Q3 2024 and held it in 3 quarters. The position peaked at $319K in Q3 2024. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Univest Financial reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 3,828 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $306K.
  • Univest Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and held it in 3 quarters.
  • Univest Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $319K in Q3 2024.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.