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

VeraBank’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	$388K	Sell	4,056 -1,433	-26%	-$135K	0.06%	125
2026 Q1	$482K	Sell	5,489 -198	-3%	-$18K	0.09%	121
2025 Q4	$509K	Sell	5,687 -25	-0.4%	-$2.23K	0.09%	122
2025 Q3	$508K	Sell	5,712 -1,258	-18%	-$109K	0.1%	122
2025 Q2	$584K	Buy	+6,970	New	+$553K	0.12%	112

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

VeraBank's DGRW Position: Q2 2026 in Review

VeraBank reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 26% in Q2 2026, selling an estimated $135K and leaving 4,056 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #125.

VeraBank first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $584K in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

VeraBank held 4,056 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $388K as of Q2 2026.
VeraBank sold 1,433 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $135K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of VeraBank's portfolio in Q2 2026, its #125 holding.
VeraBank first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
VeraBank's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $584K in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.