Versant Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Versant Capital Management’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 Q3	$37K	Hold	381	–	–	﹤0.01%	1618
2026 Q2	$36.4K	Hold	381	–	–	﹤0.01%	1586
2026 Q1	$33.5K	Hold	381	–	–	﹤0.01%	1493
2025 Q4	$34.1K	Hold	381	–	–	﹤0.01%	1312
2025 Q3	$33.9K	Hold	381	–	–	﹤0.01%	1259
2025 Q2	$31.9K	Hold	381	–	–	﹤0.01%	1234
2025 Q1	$30.4K	Hold	381	–	–	0.01%	1102
2024 Q4	$30.8K	Buy	+381	New	+$31.9K	0.01%	790
2023 Q3	–	Sell	-1,131	Closed	-$75.4K	–	1964
2023 Q2	$75.4K	Buy	+1,131	New	+$71.8K	0.02%	211

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Versant Capital Management's DGRW Position: Q3 2026 in Review

Versant Capital Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 381 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Versant Capital Management first reported a position in DGRW in Q2 2023 and has held it in 9 quarters since. The position peaked at $75.4K in Q2 2023. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Versant Capital Management held 381 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $37K as of Q3 2026.
Versant Capital Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1618 holding.
Versant Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 9 quarters since.
Versant Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $75.4K in Q2 2023.
43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.