Weaver Consulting Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Weaver Consulting Group’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	$293K	Hold	3,332	–	–	0.07%	206
2025 Q4	$298K	Hold	3,332	–	–	0.07%	196
2025 Q3	$296K	Hold	3,332	–	–	0.08%	192
2025 Q2	$279K	Hold	3,332	–	–	0.08%	187
2025 Q1	$266K	Hold	3,332	–	–	0.08%	186
2024 Q4	$270K	Hold	3,332	–	–	0.08%	173
2024 Q3	$277K	Hold	3,332	–	–	0.09%	171
2024 Q2	$260K	Hold	3,332	–	–	0.09%	165
2024 Q1	$254K	Hold	3,332	–	–	0.09%	165
2023 Q4	$234K	Sell	3,332 -285	-8%	-$18.8K	0.1%	173
2023 Q3	$230K	Buy	+3,617	New	+$240K	0.1%	158

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

Weaver Consulting Group's DGRW Position: Q1 2026 in Review

Weaver Consulting Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 3,332 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #206.

Weaver Consulting Group first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $298K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Weaver Consulting Group held 3,332 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $293K as of Q1 2026.
Weaver Consulting Group left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Weaver Consulting Group's portfolio in Q1 2026, its #206 holding.
Weaver Consulting Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
Weaver Consulting Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $298K 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 Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.