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

Waverly Advisors’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 Q1	$6.21M	Sell	70,737 -3,837	-5%	-$349K	0.05%	357
2025 Q4	$6.67M	Buy	74,574 +262	+0.4%	+$23.4K	0.05%	314
2025 Q3	$6.61M	Buy	74,312 +22,837	+44%	+$1.98M	0.07%	272
2025 Q2	$4.31M	Sell	51,475 -2,480	-5%	-$197K	0.05%	331
2025 Q1	$4.31M	Buy	53,955 +1,605	+3%	+$131K	0.05%	323
2024 Q4	$4.24M	Buy	52,350 +46,891	+859%	+$3.92M	0.07%	244
2024 Q3	$454K	Buy	5,459 +992	+22%	+$79.5K	0.01%	605
2024 Q2	$349K	Buy	4,467 +702	+19%	+$53.1K	0.01%	633
2024 Q1	$287K	Buy	+3,765	New	+$275K	0.01%	585

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors's DGRW Position: Q1 2026 in Review

Waverly Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.1% in Q1 2026, selling an estimated $349K and leaving 70,737 shares worth $6.21M. The position accounts for 0.05% of the portfolio, ranked #357.

Waverly Advisors first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Waverly Advisors held 70,737 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.21M as of Q1 2026.
Waverly Advisors sold 3,837 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $349K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #357 holding.
Waverly Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.67M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.